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CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS

Expert Estate Planning Attorneys Jim Cunningham and Conner Clemons explain how the CARES Act affects retirement planning, required distributions, and other issues for beneficiaries including:

A SECURE Act overview
IRA Trusts
CARES Act overview
PPP (Paycheck Protection Program)
Economic Injury Disaster Loan
Expanded Unemployment
Emergency Lending to States
RMDS in 2020
Roth Conversions
No early withdrawal penalty

And above all, what to do now. Join us to find out!

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