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

You may also like

News/ Jul 14, 2020

Q2 in Review – 3 months off the low. What now?

By John C. Ogle | jcogle@atlaspwm.com The second quarter of 2020…

News/ Jul 3, 2020

A breakdown of the most recent IRS Notice 2020-51 and what it might mean for you… Atlas’ Tax Team weighs in

By Brendan Walsh, David Ralph| bwalsh@atlaspwm.com The IRS has extended the…