What’s Happening 8/3/20

Rolling back 2020 RMDs As a reminder, CARES Act legislation passed earlier this year enabled clients with a required minimum distribution (RMD) due in 2020 from a defined-contribution retirement plan—including a 401(k) or 403(b) plan, or an IRA—to skip those RMDs....

What’s Happening 7/6/20

Second-quarter statements Second-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that...