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 … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2021/07/07/60-the-generational-impact-of-the-secure-act-part-one/"> Read More Read More</a>

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 … Read More Read More

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 … <a href="https://thetruthaboutwealth.blubrry.net/2021/07/07/60-the-generational-impact-of-the-secure-act-part-one/" rel="noopener noreferrer"> Read More Read More</a>

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

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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

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