The Money Huddle

2020 Begins - Retirement Era Ends January 2020


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In this episode, we spend some time discussing some updates involving the SECURE Act, a new piece of regulation involving the retirement system here in the US. The end of the Stretch IRA will likely result in the need for some people to review estate plans and beneficiary designations on retirement accounts. 

We also spend some time discussing the failure of yet another large pension plan and why this could be a significant indicator for the road ahead. 

Some of the articles we discuss in the episode can be found in the links below:

https://www.postandcourier.com/news/south-carolina-s-looming-pension-crisis/article_dd4cd1e2-b03d-11e6-9d85-7b24e6e338ed.html 

https://www.wsj.com/articles/mcclatchy-freezes-some-pension-benefits-as-publisher-seeks-bailout-11578007299   https://www.federalreserve.gov/releases/z1/dataviz/pension/funding_status/table/   https://www.coindesk.com/into-the-ether-90-of-all-eth-wallets-now-out-of-the-money  

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We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
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The Money HuddleBy Vertex Capital Advisors

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