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: