How the SECURE Act Changes Your Retirement and Estate Planning
There is a high likelihood the SECURE Act will affect your retirement planning. Passed into law in December, it created the most significant changes to retirement income planning since 2006. Join us for a 1-hour webinar where we will discuss the major changes affecting retirement planning, wealth transfer, 529 plan distributions, and the use of Trusts; as well as what strategies are now available. Get answers to the following questions: 
  • How does this change my ability to save for retirement?
  • How will it impact the amount of money I wish to leave my family?
  • Is my current estate plan still going to work?
  • What is the best way to pass on my IRA?
  • Does it make sense to take out student loans and also contribute to a 529 plan?
Learn how the SECURE Act will impact your retirement and estate planning and what strategies you can use to mitigate these problems and more.
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