8 Must-Know Rules for COVID-19 RMD Waivers Under the CARES Act

April 28, 2020

8 Must-Know Rules for COVID-19 RMD Waivers Under the CARES Act
 - CapWealth Financial Advisors in Franklin, TN

“The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which became public law on March 27, 2020, is in response to the coronavirus disease 2019 (COVID-19) outbreak and its impact on the economy, public health, state and local governments, individuals and businesses. The response, intended to provide aid, relief and economic security, includes a waiver of required minimum distributions (RMD) for 2020 as part of the solution.”


The excerpt above is from 
this article  by Denise Appleby, APA, CISP, CRC, CRPS, CRSP, which provides a comprehensive recap on RMDs and 8 must-know rules for RMD waivers under the CARES Act.


Download the full article here .


An image showing a gas station price sign featured in TechTimes' report citing CapWealth research
By CapWealth July 18, 2026
CapWealth's affordability crisis research is cited in TechTimes, showing how record gas prices and household debt squeeze consumer cash flow.
A wallet with cash featured in InvestmentNews' report citing CapWealth economic research
By CapWealth July 17, 2026
Hallie Diamant of InvestmentNews cites CapWealth's white paper in a report on CNBC's survey showing deepening economic pessimism ahead of the midterms.
The Barron’s logo from the article Jennifer Horton was featured in about AI
June 17, 2026
Jennifer Pagliara Horton of CapWealth sees clients using AI for financial advice as a chance to deepen engagement and clarify chatbot limitations, in Barron’s.
Family reviews a legacy plan with a financial advisor in a warm, professional office setting.
By Michael Vaught June 9, 2026
Legacy planning is about more than assets. Michael Vaught, CFP®, explains how to structure a plan that reflects your family’s values and long-term goals.
An image showing a couple in Venice enjoying their retirement
June 6, 2026
Hillary Stalker of CapWealth advises retirees on evaluating a major purchase and making sure a splurge doesn’t sacrifice other meaningful goals, in Kiplinger.
Financial advisor reviews 2026 planning trends with a couple in a professional office setting.
By Jennifer Horton May 19, 2026
The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.
An image showing of an oil rig in Barron’s retiree inflation investing article
By CapWealth May 15, 2026
Tim Pagliara of CapWealth shares how retirees can outpace inflation by focusing on companies with strong cash flows and reliable dividend growth, in Barron’s.
CapWealth advisor Hillary with her husband, Atlee, and their two children in their family
home.
By Hillary Stalker May 12, 2026
CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.
Advisors review charts on screens, analyzing market concentration in a new era of scale
By Drew O'Connor May 5, 2026
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
Show More

Share Article