Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

Update On CARES Act and 401k Fees

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We get a lot of questions about the CARES Act and 401k fees. Here's how they work and what you need to know.

 

Read more and get additional financial resources here: https://wp.me/p9B077-Lx 

 

What we discuss on this show: 

2:49 – Questions about CARES Act, 401K fees

5:19 – CARES Act

9:04 – Qualified individual

12:36 – IRA withdraws, RMDs and charitable distributions

15:18 – Roth conversions

18:06 – Qualified charitable distribution

20:23 – Qualified retirement accounts

Let’s Talk About Retirement, Market Swings and Election Fears

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Between the coronavirus, market swings and upcoming election, people have been calling our office with all kinds of investment and retirement questions and fears. Let’s talk about some of these common concerns. 

 

Read more and get additional financial resources here: https://wp.me/p9B077-Ln 

 

What we discuss on this episode: 

3:00 – Get serious about financial planning

8:22 – Don’t make emotional, fearful decisions

12:03 – How are you going to pay for health care?

15:22 – Which account should I withdraw from first?

19:44 – Where are we putting our investment monies?

21:44 – How to contact us

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