Dear Oakley,I am a caregiver for my aunt who has dementia, and who is also a veteran. I used to work part-time in addition to caregiving, but lost my job during the COVID-19 pandemic. Do you know of any extra financial … [Read more...]
Print This PageUnderstanding the Changing RMD Landscape in 2020
June 26, 2020 by
Q. I understand that the rules for Required Minimum Distributions (RMDs) from workplace retirement plans and individual retirement accounts have changed this year due to the SECURE Act earlier in the year and the recently enacted … [Read more...]
Print This PageHow the CARES Act Helps Older Adults
May 8, 2020 by
Q. My husband owns a small business and recently the Paycheck Protection Program (PPP) established by the CARES Act helped provide his business with funds to pay 10 weeks of payroll costs. This act pretty much saved his … [Read more...]
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