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The Stimulus Plan and Its Effect on Retirees

Tax and retirement planning expert Ed Slott says investors should tread carefully among the potential provisions, from RMDs to hardship withdrawals and loans.

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Christine Benz: Hi, I'm Christine Benz from Morningstar.com. Congress is on the verge of passing a stimulus plan that would allow retirees to skip required minimum distributions for 2020, among other relief measures. Joining me to discuss some of the measures we expect to see included in the final law is Ed Slott. He's a tax and retirement planning expert.

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