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The CARES Act

John Robinson | Sep 20, 2020

Should you take a COVID-Related Distribution (CRD) from your retirement account?

The CARES Act
Tax Rules
Financial Planning Hawaii
The allowance of COVID-related distributions (CRDs) warrants greater attention- check out this article to learn why.
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John Robinson | Jul 27, 2020

IRS Grants Relief to Taxpayers Who Took RMDs Prior to the CARES Act

The CARES Act
RMDs
IRA contributions
Financial Planning
Financial Planning Hawaii
A new IRS announcement, Notice 2020-51, is offering relief to taxpayers who take required minimum RMDs before the CARES Act was passed.
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John Robinson | May 19, 2020

The 2020 RMD Quandary

Financial Planning
Financial Planning Hawaii
The CARES Act
How the 2020 CARES Act and a new RMD quandary affect you.
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