Anne Meagher of the Advanced Consulting Group joins to discuss many questions around nonqualified deferred compensation plans during a financial downturn. She discusses options for both employees and businesses including what should be considered before taking money out of a qualified or nonqualified plan.

A reaction to the day in the markets with Nationwide Vice President Ron Ransom, Senior Investment Consultant Mark Hackett and Economist Ben Ayers

RECORDED ON 3/13/20

Nationwide Economist Ben Ayers and Julie Ragatz Norton of the Nationwide Retirement Institute join to discuss the recent changes in the stock market, offer a historical comparison and talk about the investor behavior that contributes to the dramatic changes.

George Schein joins to discuss the recent changes to retirement plans that plan sponsors need to be aware of. George also covers the steps that must be taken to implement these changes and what else is on the horizon.

We deep dive into the SECURE Act with the ACG's retirement plan expert Chuck Rolph and give you a full analysis of the most relevant changes including those around MEPs and PEPs. Also Tom Duncan stops by once again to highlight the changes affecting individuals.

In part two of our talk on the SECURE Act, Tom Duncan breaks down the wealth transfer opportunities that may arise from this new law.

The SECURE Act is now law and Tom Duncan joins the podcast to discuss the background of this legislation and the rule changes around the required minimum distribution age, and beneficiaries of IRAs.

Shawn Britt of the Advanced Consulting Group talks about a strategy where you fund the cost of long-term care coverage with the distributions from an IRA.

Ryan Patton, joins to discuss the rising average age of working farmers and their options for planning retirement and utilizing Medicare and Social Security benefits.

The ACG's HSA authority joins to provide some background on HSAs, what medical expenses are covered and why advisors need to understand them.