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SECURE ACT: Impact on Wealth Transfer (1/5/20-s4), Dollars & Sense
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
In this Dollars & Sense segment, Marc describes how the new SECURE ACT can/will impact the handling of Wealth Transfer.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
Click here for other PODCASTS.
Tracking# 1-942272
View all episodes
By Freedman Financial
5
66 ratings
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
In this Dollars & Sense segment, Marc describes how the new SECURE ACT can/will impact the handling of Wealth Transfer.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
Click here for other PODCASTS.
Tracking# 1-942272