How Retirement Planning Changed in 2020

The CARES Act, the SECURE Act, the most recently discussed HEALS Act – the government and the economy have worked together a lot in this past year. Unprecedented global events and the consequences in the market left many investors disoriented, to say the least.  

The impact will be felt for years to come, including on retirement planning, a vital area of personal finance. We’re co-hosting a webinar to help you think ahead of these changes and find your bearings. .

Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” During this on-demand webinar, you’ll learn more about:  

  The impact of recent legislation on the economy and personal finance

   Alternate strategies for financial planning in light of the changes 

   Effects of RMD changes on retirement finance and estate planning

   Effects on QCDs and charitable giving 

  And more!

Fill out the form to watch the on-demand webinar at your convenience.”

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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