Browsing Tag
Coronavirus (COVID)
288 posts
COVID-19, caused by the SARS-CoV-2 virus, is a contagious respiratory illness. The disease can range from mild to severe, with symptoms including fever, cough, and fatigue. The pandemic began in January 2020, leading to widespread global impact.
Confidence in Retirement Plans High Despite Coronavirus Crisis
Much has changed since January when the Employee Benefit Research Institute fielded its annual Retirement Confidence Survey (RCS).…
3 in 10 Americans Have Recently Tapped Emergency Funds
“Smoke ’em if you got ’em,” the saying goes, and many Americans are doing just that when it…
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.
How to Quarantine Your Practice Against the ‘Fiduciary Flu’
During this Covid-19 crisis, what skills did you draw upon so that you could properly serve your clients?…
Wait and See, Say CFPs
More than a third of certified financial planners are telling their clients to hold off on making any…
Social Security Combined Trust Funds Projection Unchanged
The Social Security Board of Trustees on Wednesday released its annual report on the long-term financial status of…
New ‘Stress Test’ for Retirement Plans Helps Address Coronavirus Concerns
401k plan participant worries about retirement are skyrocketing due to higher volatility and the stock market crash brought…
New CARES Act RMD and Rollover Rules: Chart
CARES Act RMD Waiver gives 2020 relief by pausing required distributions from retirement plans and IRAs, with rollover options available.
One-Third of 45- to 64-Year-Olds to Delay Retirement Due to Coronavirus, Survey Finds
A new survey finds 36% of adults within 20 years of retirement now anticipate waiting longer to retire…
11 Financial Steps to Help in the Coronavirus Pandemic
While early withdrawals from a retirement account are normally frowned upon, but special circumstances sometimes require special needs.…