The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement.  The Act brings forth some good news, some bad news, and has caused confusion as well.  Lead accountant Bill Fritts of SEK, CPAs & Advisors joins us to help sort out the new tax and retirement rules and how they may impact you.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement. The Act brings forth some good news, some bad news, and has caused confusion as well. Lead accountant Bill Fritts of SEK, CPAs & Advisors joins us to help sort out the new tax and retirement rules and how they may impact you.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law in December 2019 with the intention of helping individuals save more for a secure retirement.&nbsp; The Act brings forth some good news, some bad news, and has caused confusion as well.&nbsp; Lead accountant Bill Fritts of SEK, CPAs &amp; Advisors joins us to help sort out the new tax and retirement rules and how they may impact you.

The SECURE Act and How it May Affect You

We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm <blockquote>Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: <a href="http://raymondjames.com/smicd.htm">http://raymondjames.com/smicd.htm</a>.&nbsp; The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.</blockquote>

Education

We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.  The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: <a href="http://raymondjames.com/smicd.htm" rel="noopener noreferrer">http://raymondjames.com/smicd.htm</a>.&nbsp; The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

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The SECURE Act and How it May Affect You

The SECURE Act and How it May Affect You