What Does the CARES Act Mean for Retirement Accounts?
Jeff Levine discusses what's changing and the pros and cons of 401(k) loans versus hardship withdrawals.
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Christine Benz: Hi, I'm Christine Benz from Morningstar. The CARES Act included provisions that will make it easier for investors to get their hands on their retirement funds. Joining me to discuss what's changing and the pros and cons of 401(k) loans versus hardship withdrawals is Jeff Levine. He's the director of advisor education for Kitces.com, the director of advanced planning at Buckingham Wealth Partners, and the lead creator and content expert for Savvy IRA Planning. Jeff, thank you so much for being here.