For many years the investment advisory community has proposed if retirees withdrew their retirement assets at the rate of 4% annually, there is a high probability assets would last to normal life expectancy
Reminder about the Rules for Hardship Withdrawals
CARES Act Legislation Summary - Updated June 23, 2020
Fiduciary Hot Topic - CARES Act
The Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to loosen access to retirement plan funds and provide relief for individuals impacted by the COVID-19 pandemic. The following is a summary of the retirement-related provisions of the Act:
