60. The Generational Impact Of The SECURE Act — Part One

The Truth About Wealth

English - July 07, 2021 11:00 - 22 minutes - 31.4 MB - ★★★★★ - 14 ratings
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Previous Episode: 59. The Plan For Succession in the Family Business

Next Episode: 61. The Generational Impact Of The SECURE Act Part Two

A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth. In this episode, John and Michael Parise discuss these new provisions of the …