2020 EP311 NAVIGATING RETIREMENT - SECURE ACT CHANGES

With the passing of the SECURE Act, the laws pertaining to your tax-deferred retirement accounts changed. Are these changes beneficial? Are there opportunities? What do you need to know that might require you to revise your planning to make sure your dollars accomplish the goals you have for them if you want to spend, keep, and leave more of your money for your loved ones? Rick Durkee helps to highlight some of the important elements of the SECURE Act and what they mean for your planning.