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
Capital Losses & Re-balance Portfolios
Disciplined Investments (DI) provides an integrated approach to investment and financial planning. DI is a registered investment advisor and subsidiary of HoganTaylor LLP. Working with their clients’ other advisors, they help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.
If you have any questions about the content of this publication, or if you would like to visit with a Disciplined Investments wealth manager regarding your long-term investment strategy, please contact Matt Bacon via email at firstname.lastname@example.org or by phone at 918.388.2690.
HoganTaylor Tax Services
In addition to general tax compliance and planning, HoganTaylor's Tax professionals serve as business advisors to their clients. They offer the expertise to assist individuals and organizations with planning, strategy, and a number of other senior management needs.
If you have any questions about the content of this publication, or if you would like to visit with a HoganTaylor Tax professional, please contact Tax Partner Melania Powell via email at email@example.com or by phone at 479.856.6910.
INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.
PLEASE SEE ADDITIONAL IMPORTANT DISCLOSURE INFORMATION at hogantaylor.com/di-webinar-disclosure/