Questions about the CARES Act: Q&A #2015
April 11, 2020
Jim and Chris address three very specific questions on the recently passed CARES Act and how it relates to IRAs, Required Minimum Distributions, and Coronavirus Related Distributions from retirement accounts.
(32:35) A Virginian asks if the CARES Act could enable his wife to strategize Roth conversions with her TSP.
(44:00) Another question from that same Virginian: will his mother be required to take her RMD before she does a Roth conversion in 2020?
(50:23) A Wisconsin listener wonders about the possibility of doing a Roth conversion with no tax liability.
(53:48) A North Carolinian would like some confirmation regarding an RMD rollover strategy his father would like to do.
Podcast: Play in new window | Download (Duration: 1:22:52 — 37.9MB)
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