61 South Paramus Road, Suite 425
Paramus, NJ 07652
phone: 201.556.4570
toll free: 800.445.2448, x4570
Mapping the Road to Retirement
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Life Insurance: Protection with a Purpose
Plan Today for a Prosperous Tomorrow
LOSAP
You have asked for guidance on whether any of the CARES Act provisions governing retirement plan distributions apply to LOSAP plan distributions. In short, the answer is that those CARES Act retirement plan provisions do not apply to LOSAP distributions.
Good afternoon! I hope you are well and finding a way to navigate through our ‘new normal.’ My family and I are starting to get comfortable with the new routine of working from home, homeschooling and keeping each other entertained! With that in mind, I thought I would share some of the ideas we have come up with in the hopes that maybe you take away a few new ideas for yourself, as we are all in this together!
The outbreak of the Coronavirus and its effect on the medical and financial well-being of individuals everywhere, has called for swift and fluid response by our executive and congressional leaders.
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Overcoming challenges on the path to financial wellness.
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Securities: Arizona, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
