Understanding the SECURE and CARES Acts

This week we have with us, Senior Advisor, Karl Schwartz. Karl comes to us from our Boca Raton, Fl office, and in addition to being a Certified Financial Planner, he also has a background as a CPA. Karl is also a leader on our financial planning committee and has been featured in publications such as Morningstar, AdviceIQ and Expert Beacon.

Today, he is joining Rob Freedman on Team Talk to discuss the SECURE and CARES Act.

Here you may find a blog on the CARES Act that Karl published earlier this year.  

About Karl Schwartz:

As the leader of our firm’s financial planning committee, Karl helps our planning group continually improve the skills, knowledge, and processes we employ in helping our clients map out their financial futures, even as he does this work every day for his own clients. His exceptional technical knowledge and leadership skills combined with his dedication to serving his clients ensured his rapid advance to Senior Financial Advisor and then Principal.

After starting his career as a CPA with a large regional tax firm, in 2008 Karl followed his true calling and joined us to become a financial planner. His tax background, combined with his deep experience in planning issues, makes him uniquely qualified to lead this practice area and keep us at the forefront of best practices for larger, more complex clients.

Karl writes articles on various financial topics for the firm, and some of these have been featured in publications such as Morningstar, AdviceIQ, and Expert Beacon.

The content on the podcast is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.