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CARES Act: Retirement Plan Relief Provisions

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act provisions for retirement plan relief for individuals under federal tax law are discussed here.

Investing Retirement Funding Insights
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Team Member Spotlight

Continuing our series of getting up close and personal with the McKay Wealth team members, this month’s spotlight is on Jim McKay. As Jim is one of the founding members of the firm, you (and us) may think we know all about him. But even we learned some new information about Jim from his interview!

Insights
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Social Security Retirement Income

For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming your Social Security benefits can be complex. By educating yourself about Social Security, you can learn how to claim the maximum amount to which you are entitled.

Investing Retirement Funding Insights