The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this show we discuss the main implications including changes to RMDs, early withdrawal penalties from IRAs and 401ks, and how taxes are deferred from retirement withdrawals. The big question we answer - is there a way to benefit financially from the CARES Act rule changes?

Dolphin Financial Radio

CARES Act Retirement Strategies

Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.

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Dolphin Financial Radio