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Year-end planning: 2020 changes & your end-of-year checklist

Chad Manning
Wells Fargo Advisors
Herald Democrat
CARES Act: Retirement Plan Distributions What changed: Next steps: Charitable Contributions What changed: Next steps: Coronavirus related Distributions from Retirement Accounts What’s new: Next steps: SECURE Act: Traditional IRA Contribution Age Limit Removed What changed: Next steps: Inherited IRA What changed: Next steps: This information is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold, or sell securities. This article was written by/for Wells Fargo Advisors and provided courtesy of Chad F. Manning, Branch Manager, First Vice President – Investments Sherman, TX (903) 893-6656. Investments in securities and insurance products are not FDIC-insured/not bank-guaranteed/may lose value.