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Listen "Update On CARES Act and 401k Fees"
Episode Synopsis
We get a lot of questions about the CARES Act and 401k fees. Here's how they work and what you need to know.
and get additional financial resources here: https://wp.me/p9B077-Lx
What we discuss on this show:
2:49 – Questions about CARES Act, 401K fees
5:19 – CARES Act
9:04 – Qualified individual
12:36 – IRA withdraws, RMDs and charitable distributions
15:18 – Roth conversions
18:06 – Qualified charitable distribution
20:23 – Qualified retirement accounts
and get additional financial resources here: https://wp.me/p9B077-Lx
What we discuss on this show:
2:49 – Questions about CARES Act, 401K fees
5:19 – CARES Act
9:04 – Qualified individual
12:36 – IRA withdraws, RMDs and charitable distributions
15:18 – Roth conversions
18:06 – Qualified charitable distribution
20:23 – Qualified retirement accounts
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Setting Financial Planning Goals for 2025
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