Re: Fwd: Appointment Confirmation

[Robert <http://dummy.us.eu.org/robert>]

 > From: Robert <http://dummy.us.eu.org/robert>
 > Date: Fri, 12 Jun 2020 05:48:52 -0700
 >
 >  > From: heather Howard <http://www.gmail.com/~hhoward40>
 >  > Date: Thu, 11 Jun 2020 18:05:51 -0700
 >  >
 >  > I thought this would be a good idea, although I talked to two people previously,
 >  > it was very rushed.
 > 
 > Sounds like fun.

https://www.fisher401k.com/blog/cares-act-401k-loans-distributions

 "The CARES Act allows employees to repay COVID-19-related distributions
  back into a qualified retirement plan within a period of three years in
  order to avoid paying income taxes on the withdrawal."

Is this your understanding, too?

 >  > > Begin forwarded message:
 >  > > 
 >  > > From: "Fidelity Investments" <http://www.mail.fidelity.com/~Fidelity.Investments>
 >  > > Subject: Appointment Confirmation
 >  > > Date: June 11, 2020 at 6:04:38 PM PDT
 >  > > To: <http://www.stanford.edu/~hlhoward>
 >  > > 
 >  > > Dear Heather Howard,
 >  > > 
 >  > > Thank you for scheduling a one-on-one, in-person consultation. We look 
 >  > > forward to meeting with you.
 >  > > 
 >  > > Event: One-on-one In-Person Appointment
 >  > > Fidelity Representative: Erik Kautzmann
 >  > > Employer: Stanford University
 >  > > 
 >  > > Location: APPOINTMENT BY PHONE, 
 >  > > All locations 
 >  > > All Locations, CA 11111
 >  > > 
 >  > > Date: 06/26/20
 >  > > Time: 12:45PM
 >  > > 
 >  > > Please consider bringing statements of your retirement and savings accounts (
 >  > > e.g., 403b, 401k, IRA, brokerage) so we can help you develop a plan 
 >  > > consistent with your financial needs.
 >  > > 
 >  > > Fidelity cares about the health and safety of our plan participants and 
 >  > > associates. We have instructed our associates to stay home if they are sick. 
 >  > > We are also requiring a 14–day self–quarantine for associates who have 
 >  > > traveled or been in close and prolonged contact with someone who has traveled,
 >  > >  to an area on the CDC Travel Warning, Alert or Watch list. If you are sick, 
 >  > > or if you have recently traveled to or through an area on the CDC Travel 
 >  > > Warning, Alert or Watch List, we ask that you consider conducting your 
 >  > > business with Fidelity by phone or rescheduling your appointment.
 >  > > 
 >  > > Reservation Confirmation Number: 1908275
 >  > > Primary Phone Number: (408) 306-5379 Ext. 0830
 >  > > 
 >  > > Call 800-642-7131 if you have any questions. Fidelity representatives are 
 >  > > available Monday through Friday, 8:00 AM to 12:00 AM ET.
 >  > > 
 >  > > Keep in mind that investing involves risk. The value of your investment will 
 >  > > fluctuate over time and you may gain or lose money.
 >  > > 
 >  > > This is an automated message. Please do not reply to this email.
 >  > > 
 >  > > Fidelity Brokerage Services LLC, Member NYSE, SIPC
 >  > > 900 Salem Street Smithfield, RI 02917
 >  > > 
 >  > > eReview: 721718.2.0
 >  > > 
 >  > > Reference ID: EMAIL REF#7287771865.1893373