Bay Shore Virtual Financial Workshop April 9

Press release from the Bay Shore-Brightwaters Public Library:

April 4, 2020

Bay Shore Brightwaters Public Library

Virtual Financial Planning Workshop

Thurs., April 9, 2020 – 2 p.m. to 3 p.m.

Topic: Coronavirus Impact on your Financial Planning – what should I do?

• Protecting your investments
• Retirement planning:
  • IRA deadline extended to July 15th
  • waiver of 10% penalty on early distributions
  • IRA early distributions can be repaid over 3 years
  • relaxation of 401(k) plan loan rules
• Income in retirement: elimination of RMD requirement for 2020
• Life Insurance: possible changes
• Importance of Long-term Care Insurance
• Charitable deductions changes
• Federal student loan waivers
• Tax filing deadline extended to July 15, 2020
• Questions?

Presenters:

Charles Solomon and Thomas P. Sinnott, Equitable Advisors

******To register/attend this virtual Financial Workshop please go to :

join.me/charles.solomon

You will be prompted to call the conference call number or use your computer for audio.

This press release was produced by the Bay Shore-Brightwaters Public Library. The views expressed here are the author’s own.