Planning Strategies Update 5.15.2020

Webinar Recording 05.15.2020

(MAY 15, 2020) James Landry, Chief Investment Officer and Director of Planning, sat down to provide a financial planning update due to recent legislative activity.

(02:45) What is included in the proposed HEROES Act?

(06:00) What is not included in the bill?

(07:47) So, what should I, as a taxpayer, do?  

(10:38) What does all of this mean for my IRA? 

(11:51) What might these tax changes mean for the future?