New Stimulus Check & Coronavirus Relief Package On the Way? - 285

Your Money, Your Wealth - A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays

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Business

With CARES Act provisions expiring, Joe & Big Al recap the two new stimulus bills - the HEALS Act and the HEROES Act - now being negotiated in Congress. Plus, estate planning considerations when it comes to required minimum distributions (RMDs) for non-designated and designated beneficiaries. And, the 403(b) escape hatch, Social Security, records of estimated tax payments, and assets on the FAFSA form. Send questions and access the transcript and free resources in the show notes: https://bit.ly/YMYW-285