Description

We discuss the recently passed CARES Act and how it impacts teachers.

1. Rebates for individuals (3:45)
2. Penalty-free distribution from 403(b)/457(b) etc. (27:43)
3. 403(b)/457(b) etc. loan provisions (36:35)
4. RMD changes (50:44) 
5. Charitable contributions (53:25)

• Jeffrey Levine
• An Exceptional Life Financial
• 403bwise CARES Act Information
• What is a 403(b)? video
• Meridian Wealth Management
• 403bwise.org