CARES Act: Retirement Plan Relief Provisions Posted on Apr 28, 2020Apr 28, 2020 Author Paragon Financial Partners For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.
PODCAST EPISODE 14: 529 ABLE SAVINGS PLAN Posted on Sep 6, 2016Apr 8, 2017 Author Paragon Financial Partners The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings.