041: The SECURE Act & It’s Impact To You


This SECURE Act is the biggest change we’ve seen to retirement policy in the past decade. While many of these new rules and regulations are designed to help your retirement dollars grow a few more years and last you even longer, they almost all but guarantee that you’ll need to revisit your plan and make some changes in order to make the most of your money. 

In this short episode, I’m walking you through the SECURE act, why now is a great time to revisit your retirement and estate plans, and what you need to look at and update to avoid missed opportunities. 

In this podcast interview, you’ll learn: 

  • How the changed age requirement for required minimum distributions impacts retirees, when it goes into effect, and the types of accounts affected.
  • What the death of the Stretch IRA means for beneficiaries and how to revisit your trust or estate planning to address this policy change. 
  • How to use qualified charitable distributions to save on taxes.
  • Why you need a cohesive retirement plan now more than ever. 

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