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The SECURE Act and What it Means for Your Retirement (Ep. 9)
Now that The Setting Every Community Up for Retirement Enhancement (SECURE) Act is in place, what does that mean for you and your retirement plan?
In this episode, Jeff Green and Laura Smith help you answer this question. Together, they break down the new act, its rules, and the impact it could have on your retirement planning.
In this episode, you will learn:
- How changes to the required minimum distribution age can affect your distributions
- Ways Green Financial Group is helping clients to strategize around the act
- How beneficiaries are impacted by the act
- SECURE Act tax considerations
- And more!
Listen now and find out what you need to know about the SECURE Act!
Green Financial Group: (713) 244-3030
View all episodes
By Winstone Wealth PartnersNow that The Setting Every Community Up for Retirement Enhancement (SECURE) Act is in place, what does that mean for you and your retirement plan?
In this episode, Jeff Green and Laura Smith help you answer this question. Together, they break down the new act, its rules, and the impact it could have on your retirement planning.
In this episode, you will learn:
- How changes to the required minimum distribution age can affect your distributions
- Ways Green Financial Group is helping clients to strategize around the act
- How beneficiaries are impacted by the act
- SECURE Act tax considerations
- And more!
Listen now and find out what you need to know about the SECURE Act!
Green Financial Group: (713) 244-3030