Sign up to save your podcasts
Or
Share Is Your Financial Plan SECURE? (Pt.1) | Your Wealth Health
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Is Your Financial Plan SECURE? (Pt.1) | Your Wealth Health
At the very beginning of 2020, congress passed a new set of rules titled the SECURE ACT, which stands for Setting Every Community Up for Retirement Enhancement. The changes are significant, but ended up being swept under the rug as the coronavirus pandemic unfolded soon after they were announced. To ensure you understand these new rules and how they affect you, we will spend the next three episodes breaking down the SECURES Act with host Erik Brenner and the Hilltop advisor team.
In this episode we cover:
The possibility of an additional relief package and what it might look like
Changes in distribution rules
Strategies to take advantage of these new rules in your estate planning
Hear more on FOX Michiana or YourWealthHealth.com!
Saturdays @ 9:30am
View all episodes
By yourwealthhealthAt the very beginning of 2020, congress passed a new set of rules titled the SECURE ACT, which stands for Setting Every Community Up for Retirement Enhancement. The changes are significant, but ended up being swept under the rug as the coronavirus pandemic unfolded soon after they were announced. To ensure you understand these new rules and how they affect you, we will spend the next three episodes breaking down the SECURES Act with host Erik Brenner and the Hilltop advisor team.
In this episode we cover:
The possibility of an additional relief package and what it might look like
Changes in distribution rules
Strategies to take advantage of these new rules in your estate planning
Hear more on FOX Michiana or YourWealthHealth.com!
Saturdays @ 9:30am