March 26, 2020

What you need to know about the Coronavirus Relief Bill

After much debate and negotiation, Congress has passed a $2 trillion stimulus package intended to provide relief to individuals and businesses during the Coronavirus outbreak. Here are a few of the provisions we believe are most impactful for our clients: Required minimum distributions from IRAs, 401(k)s, 403(b)s, and similar retirement accounts have been suspended for 2020. The … Continued

March 20, 2020

Tax Deadline Changes and Resources

Dear Clients and Friends, As this week comes to an end, we wanted to reach out with some news and resources. Today, the IRS announced an extension of the tax filing deadline of April 15 to July 15 to provide more time for people to prepare and pay their 2019 tax liability. Tax payments due will … Continued

March 18, 2020

Summit Update and Additional Team Contact Information

Dear clients and friends, We hope this email finds you and yours healthy and safe. Daily volatility shows no signs of ebbing as the US and the rest of the world are continually implementing drastic measures to combat the spread of COVID-19. The market is attempting to price the economic repercussions of these measures while investors … Continued

Summit Financial Strategies
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