Coronavirus Prompts Government to Loosen Rules on Tapping Retirement Savings

Charles Sachs, CFA,CFP® | USA Today | April 8, 2020

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.

Read the full article at USAToday.com

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

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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Coronavirus Prompts Government to Loosen Rules on Tapping Retirement Savings

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