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WEBINAR: How Does the Economic Contraction Caused by COVID-19 Impact My Financial Plan?

The COVID-19 pandemic and the government’s response to it has had a big impact on the economy and many Americans’ wealth management plans. Join Disciplined Investments Wealth Managers, Austin Bryan and Matt Bacon, and HoganTaylor Tax Partner, Melania Powell, for a discussion about how coronavirus has impacted personal finance.

In this discussion we will cover the following topics:

  • Timeline of Coronavirus Relief Tactics
  • CARES Act and IRA/401K Withdrawal or 401K Loans
  • Traditional IRA to Roth Conversion Strategies
  • Required Minimum Distributions
  • Charitable Considerations
  • Capital Losses & Rebalance Portfolios

 

Watch On Demand