Coronavirus Prompts Government to Loosen Rules on Tapping Retirement Savings

Charles Sachs of Kaufman Rossin Wealth spoke to USA Today about new rules on retirement account withdrawals, which many see as potential relief to alleviate financial hardship caused by the outbreak of COVID-19. 

Article Excerpt: Here’s one tactic to consider if you intend to take a distribution. Sell the fixed income portion of your portfolio. That way you leave your stocks “intact to participate in the recovery when it happens,” says Charles.

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.