The New Retirement Rules: The SECURE Act and What You Need to Know.
The SECURE Act passed with broad bi-partisan support; but, not everyone is happy. While there are some good things in it, there are also some things that might make your family less secure while the government hopes to become more secure - using your money.
Taxes in retirement can be tricky, mistakes can be costly, and Uncle Sam may be one of your biggest heirs. Here's what you need to know.
Jim Lorenzen, CFP®, AIF®
Your Webinar Host with thirty years' experience in retirement planning.