Three Key Aspects of the Coronavirus Stimulus Investors Should Be Aware Of

by Charles Rotblut | March 26, 2020

Charles Rotblut recently spoke at the AAII Investor Conference 360. Video replays of all sessions are available for purchase. Go to www.aaii.com/investorconference for more details.


The CARES Act is intended to provide a large amount of fiscal stimulus in response to the coronavirus pandemic. This stimulus includes a rebate for individual taxpayers, temporary changes to the rules regarding retirement savings withdrawals and a greater ability to deduct charitable donations. AAII Journal Editor Charles Rotblut explains what individual investors need to know about all three.

To read the text of the CARES Act mentioned in the video, click here.

To access AAII’s annual tax guide for individual investors, click here.

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Charles Rotblut , CFA

is a vice president at AAII and editor of the AAII Journal.



Discussion

Bruce Nolen from GA posted over 6 years ago:

Could you please put in printed for the three things you stated about, especially, that pertaining to IRA. I'm hard of hearing and had difficulty hearing the video and would like to read what you said. Thanks


Charles Rotblut from IL posted over 6 years ago:

Hi Bruce, Given the changes to the tax code this year, I'm going to include an update to the tax guide in the May issue, -Charles


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