Keep an open mind as you approach distribution planning after the two major Acts passed in the past few months. Trusts remain a viable and valuable option for receiving retirement plan distributions!

Show Notes

• How things may go with the pandemic - 1:25
• What has happened with advisors and clients with these changes - 1:50
• The impact of retirement planning - 2:21
• The biggest concern - 4:28
• Long-term care expenses - 5:23
• Learning more about Trusts - 9:33
• Opening the mind for the advisors - 11:43
• Training programs for advisors - 15:44
• What it means to "go to the cookie jar" - 18:59
• Knowing more about the SECURE Act. - 23:52
• Advisors have to learn what's the best type of Trust - 28:40
• Review the beneficiaries - 29:39
• What's going on in the market place right now - 33:07

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