The past few months have posed unique challenges for clients and advisers alike. On June 30th, we held a roundtable discussion on how the coronavirus pandemic has impacted their clients’ investment and financial planning strategies. The Atlas team also shared their thoughts on the most frequently asked client questions.
Watch the 20-minute webinar now to hear their thoughts on:
- How the CARES Act impacts required minimum distributions (RMDs)
- The effect of the SECURE Act on Stretch IRAs
- How Atlas PWM is managing market volatility on behalf of clients