COVID-19 EP4: Get your Retirement Money Now via CARES Act

Ever wonder how you can get your retirement money to work for you today? You wish that you have that extra cash to position yourself well in this interesting market. You might be able to get 200k out of your retirement account now with CAREs Act with delayed penalties. We have invited our expert, Naomi Hanson-Galema, to come and give us a deep dive into how you can access your retirement fund early using CAREs Act. Bring your questions as always. We will cover:

1. How to access extra funds (up to 200k) in your retirement with CAREs Act
2. What should we be considering when taking money out early?
3. Understanding SDIRA and Solo 401k differences when investing with them (I am still shocked why not too many syndicators talk about this with their passives.)
4. Some other strategies to convert between your retirement funds to set you up for success in retirement
5. Q&A

About the Speaker:
Naomi Hanson-Galema works as a senior retirement education specialist responsible for helping participants learn about their retirement plans and investments in an easy to-understand way. She has been working with retirement plans and investments since 1991. She has served in various capacities to include Financial Advisor and Retirement Plan Specialist. She holds FINRA licenses 6, 63, 65 and 26. She is also licensed in annuity, life, and health insurance and is a certified retirement counselor. In her spare time, she invests in real estate actively and passively. This gives her a neutral and unique angel in this topic.

About the Host:
Elisa Zhang is the owner/principal of 1000+ unit apartment buildings via 1031 exchange and syndication. After quitting her day job to invest in real estate full-time, she is passionate about teaching others to do the same. She now focuses her time and expertise on helping typical nine-to-fivers to quit their job in 10 years or less.