Keen On Retirement

Negative Oil Prices, Tax Day in July, and Getting Our “Acts” Together

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Sinopsis

I’m really happy that clients and other friends of Keen Wealth have continued to ask us questions about their financial planning over the past month or so. Those questions tell me that even as we’re dealing with all of the uncontrollable stresses surrounding the COVID-19 pandemic, folks are keeping at least one eye on the things they can control. There is still business to be conducted, bills and taxes to pay, and both short and long-term plans to make. And as an essential business, Keen Wealth has been able to make a smooth transition to our new health and safety realities so that we can stay available to our clients when they need us the most. On today’s show, we go back to the mailbag to answer some questions we’ve received lately about oil prices, 2019 tax deadlines, and how the 2020 CARES Act affects the 2019 SECURE Act.