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The CARES Act May Offer Welcome Relief to Retirement Account Owners

The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Sunbridge Management, Inc. is a SEC Registered Investment Advisory firm.

This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA. No offers may be made or accepted from any resident outside the specific states referenced.

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