Ep. 17 - The CARES Act, IRA Distribution, Checks in the Mail (Jonathan McQuade)

3 years ago
28

In this of Money Trekker Podcast Jeff and Jonathan McQuade of BKA Wealth Consulting shares his insights on:

1. The CARES act from 2020 and what is likely to come from CARES Act 2.
2. IRA distribution rules related to the SECURE Act
3. The economic stimulus packages, checks in the mail, and the effect on taxes.

Jonathan McQuade is a Sr Wealth Manager with BKA Wealth Consulting and is a Certified Financial Planner (CFP). Before joining BKA Wealth, Jonathan ran his own wealth management practice.

Jeff Kikel is the host of the Money Trekker Podcast and has over 25 years of experience as a Wealth Manager, Business Consultant, and Marketing Consultant. Jeff lives in the Austin Texas area where he owns several businesses.

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