• On-Demand Video

The CARES Act - What Are the Personal Implications

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On-Demand Video

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On March 27th of 2020, The CARES Act was signed into law. The primary goal of the $2T stimulus package is to cushion the impact of the sudden economic halt caused by COVID-19.

This 880-page document contains many provisions and strategies for both business owners and investors alike. In this on-demand video, Brian Bohn, Wealth Management Advisor, will be discussing the personal financial implications of the act including RMD Waivers, Qualified Plan withdrawals, Rebates, Student Loan deferral, and unemployment benefits

  • What is the CARES Act?
  • Personal implications of the Act
  • Stimulus checks
  • IRAs 
  • Required Minimum Distribution Waivers and Coronavirus-Related Distributions
  • Qualified Plan Withdrawals
  • Loan relief
  • Defined benefit funding
  • Charitable Giving
  • Student Loans
  • Unemployment
  • Business Implications of the CARES Act
  • Payroll Protection Program
  • Employee Retention Credit
  • Payroll Tax Deferral

Recorded on May 19, 2020.

Practice Areas


Brian Bohn CPWA, CPFA, CFP The Gleason Group
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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