Coronavirus Emergency Relief

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Coronavirus Emergency Relief Options

This Coronavirus Emergency Relief checklist covers the new emergency relief options for IRA and 401k Investors to consider; it’s very specific to what is happening now. BayRock will continue to provide updates to help IRA and 401k Investors navigate all the options moving forward.

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Coronavirus Emergency Relief Checklist includes most options outlined in:

The CARES Act
Families First Coronavirus Response Act
Executive orders
IRS changes
And other relief options specific to COVID-19 as they pertain to IRA and 401k Investors

BayRock will continue to update our Coronavirus Emergency Relief Options checklist periodically as new emergency relief options are introduced.
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7 Common Issues for IRA and 401k Investors:

Can I still contribute, and if so, how much?
What type of IRA is right for me?
When do I need to take withdrawals, and how much do I have to take?
How are my IRA withdrawals taxed?
What happens when I die?
How do the new tax laws impact me?
How can I minimize taxes?

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Key Financial Numbers (2020 Upates Included)
How can I save more taxes in 2020
Can I do a Mega Back Door Roth IRA?
Can I take tax-free distributions?
Can I make tax deductible contributions to my IRA?
What should I ask my advisor now?
What do I need to do in 2020?

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).