The new due date for 2020 contributions applies to both traditional IRAs and Roth IRAs, as well as health savings accounts, Archer medical savings accounts (Archer MSAs) and Coverdell education savings accounts (Coverdell ESAs).
With many advisors rightfully wary of anything that resembles "selling," why risk going out on a limb to push such plans, particularly if they aren't a central aspect of your practice?
WealthHarbor Capital Group’s Brandon Grandbouche and CBIZ Retirement Plan Services’ Stan Milovancev discuss how their firms are handling hiring and managing staff amid COVID-19’s disruptions.