The newly enacted CARES Act made several important retirement account tax law changes that apply to tax year 2020 only.

You have a limited window to use the new strategies, so you need to consider the options today.

First, we’ll tell you two ways you can undo a required minimum distribution (RMD) that you took in 2020 before Congress waived your requirement.

Second, we’ll tell you how you can potentially qualify for a particular tax benefit from a Roth IRA conversion in 2020. ... Log in to view full article.