With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.
Read more and get additional financial resources here: https://wp.me/paeENs-8O
Today's show schedule:
0:52 – How’s everyone doing around the office?
2:01 – With change comes opportunity.
5:18 – New rollover rolls were introduced recently.
6:18 – Who does this apply to?
6:43 – Provisions from the CARES Act
9:31 – Just because you can put money back, should you?
Version: 20241125
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