For Your Retirement

Retirement and the SECURE Act, Plus Money Scripts (Ep. 5)


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Retirement Planning with the new SECURE Act and money scripts are discussed. The SECURE Act made changes to RMDs, QCDs, inherited accounts and contributions. The pandemic reached the US a few short months after passage, so most people haven't had a chance to incorporate these changes into their plan. Money scripts include money worship, money status, money vigilance and money avoidance. We usually have a little of each in our lives but going to the extreme in any one could have an impact on your money.

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For Your RetirementBy Robert Lindstrom

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