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April 9, 2020

Podcast Series: What does the CARES Act mean for you?

Financial Planning Committee

In response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) earlier this week to discuss specific aspects of the law.

JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges, Advisor Luke Traxler, Advisory Services Manager and Advisor Elise Huston, and Advisor Nick Scheibel — recorded the podcasts on April 7, 2020. The team shares our current understanding of some of the key provisions of the new bill, also known as the Coronavirus Aid, Relief, and Economic Security Act, which was signed into law at the end of March.

We hope you’ll click to listen to all or some of the podcasts below, keeping in mind that the interpretation and guidance of the new law may very well have evolved by the time you listen to these.

  • Roth Conversion Opportunities & Required Minimum Distributions (RMDs)

  • Retirement Plan Distributions & Student Loan Payments

  • Rebate Checks

  • Small Business Relief

If you have questions on any of the provisions or how the CARES Act could affect your situation, please do not hesitate to contact your JNBA Advisory Team.

JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

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