The Coronavirus, The CARES Act & Your Retirement Accounts

In these challenging times, the government has taken steps and enacted legislation designed to provide additional flexibility and access to retirement accounts. On this week's podcast, we discuss ways that the recently passed CARES Act addresses retirement accounts. Our objective is to provide a big picture overview and to encourage those who have been impacted by the coronavirus to explore all of their options prior to accessing their retirement accounts to meet current challenges. Click here for an overview of COVID-19 Retirement Account Relief. If you'd like some guidance, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. Click the “Share” button to share our podcast with friends, family and colleagues.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.