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COVID-19 and the CARES Act Thumbnail

COVID-19 and the CARES Act

On Friday March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in response to the COVID-19 global pandemic. This $2 trillion stimulus package aims to soften the economic blow caused by the pandemic and includes a wide range of provisions for both individuals and businesses.

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To Roth or Not To Roth Thumbnail

To Roth or Not To Roth

Like many people, you’ve probably heard of the term “Roth,” but may not be sure what it is and whether you should have a Roth as part of your retirement savings strategy. In this article, we’ll highlight some reasons you may want to directly invest in a Roth or convert to a Roth.

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The Five Steps of IRA Distributions Thumbnail

The Five Steps of IRA Distributions

Where will your income come from in retirement? For many, individual retirement account (IRA) distributions comprise an important part of their retirement income and are often the result of decades of hard-earned savings. Understanding the ins and outs of IRA distributions will enable you to make the best decisions when it comes time for you to kick back and relax. So follow these five steps and remember to consult a financial professional if you need more guidance.

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