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New Tax Filing Deadline Affects More Than Just Taxes

Tax and retirement planning expert Ed Slott looks at financial aspects to consider now that the tax filing date is later.

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. As part of an emergency relief plan related to the coronavirus, the Treasury Department extended the deadline for tax filing to July 15. Joining me to discuss the implications of this for individuals is Ed Slott. He's a tax and retirement planning expert. Ed, thank you so much for being here.