David, Karen, and Bret continue the countdown to 2020 with a look at upcoming tax changes, and also discuss potential pitfalls to avoid based on real scenarios that they have recently encountered with clients!

Upcoming 2020 Tax Changes and the SECURE Act

David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. 

Hear them on: 

#FinancialPlanning #FinancialPodcasts #ThriveFinancialServices

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David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. Hear them on: #FinancialPlanning #FinancialPodcasts #ThriveFinancialServices

David Bezar, Bret Elam &amp; Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. 

Hear them on: 

#FinancialPlanning #FinancialPodcasts #ThriveFinancialServices

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Upcoming 2020 Tax Changes and the SECURE Act

Upcoming 2020 Tax Changes and the SECURE Act