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Will The SECURE Act Negatively Impact Your Finances?

On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don’t worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to change. Plus, we make it fun!

In this episode, you’ll learn:

  • How the SECURE Act stole money from your kids
  • The positives and negatives of the new rules
  • The best planning opportunities made possible by the SECURE Act
  • Legal “loopholes” to help you make the most of your investments

Resources and research from this episode:

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economic policy, estate planning, financial planning, IRA, retirement, taxes

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