The new CARES Act includes many provisions that may affect your family and your finances. In this special episode of The Adviser You Can Talk To Podcast, Andrew Busa and Diana Linn discuss the bill’s most important provisions, and review some financial planning strategies the Act affects, including Roth conversions, charitable giving and retirement contributions.

There’s plenty more to say about the CARES Act—you can find all of our ongoing coronavirus coverage here (including more on RMD waivers).

Referenced links: RMD Waivers (bit.ly/34CK5yJ); Coronavirus Coverage (bit.ly/2XEMYh2).