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The Coronavirus Aid, Relief and Economic Security Act (CARES Act) has provided immediate access to retirement funds for qualified individuals that might otherwise be difficult or costly to tap. “Coronavirus-related distributions” or CRD’s are now permitted under certain circumstances from 401(k), 403(b) and IRA accounts...

Most investors are very familiar with mutual funds. Mutual funds have been around since the 1890’s, with the most common structure (open end) being established in 1924. These funds are a way for investors to access a diversified “basket” of securities. Mutual funds hold all...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed on March 27, 2020. This is an extensive piece of legislation that will have an impact on many Americans in one way or another and hopefully offer some financial help to those struggling during...

Spousal IRAs allow married couples in which one spouse works and one does not to make IRA contributions to the account of the non-working spouse. Typically, in order to contribute to an IRA, you need to have earned income. Spousal contributions create a way around...