A collection of 4 sample newsletters and client letters that advisors may use to communicate, to their clients and center of influence: the major COVID-19 changes made to retirement accounts ( IRAs and Employer Plans) .
- COVID-19 Distributions and Rollovers: 30 Most Common Questions Answered: A list of the most common questions about the RMD waiver and coronavirus-related distributions provided under the Coronavirus Aid, Relief, and Economic Security (CARES) Act
- 2019 IRA Contributions, Employer Contribution Deadlines and More: What Is Extended and What Is Not: A sample newsletter that can be shared with your center of influence
- A Summary of the CARES Act’s Provisions for RMD Waivers, Coronavirus Related Distributions and Loans: A sample newsletter that can be shared with your center of influence
- Coronavirus-related distribution- Sample client letter: A sample letter than can be shared with clients
- Coronavirus RMD Waiver- Sample client letter: A sample letter than can be shared with clients
Licensing agreement for newsletters and client letters ( click here)
Except for the Q&A which is a PDF file, all files provided in Word!