Episode 29 — What Could the SECURE Act Bring to Your Financial Life? — Part 1

Did you know there is a new piece of legislation called the SECURE Act that could possibly go into effect on December 31 of this year?

When it comes to our financial lives, Danielle Howard is all about keeping an open mind towards intentional opportunities to grow. To do so, it’s important to understand how changes in public policy can impact the decisions you need to make in your financial life.

Today, Danielle helps you stay informed on what the SECURE Act could mean for you and your financial life by breaking down what it is and what changes it could bring to your fall season.

In this episode, you’ll learn:

  • What the SECURE Act is
  • How the change in contribution age limits may benefit those who are rewiring
  • How the Act will change defined contribution plans
  • New changes that could benefit small businesses
  • How the Act may allow for more flexibility in your savings options
  • Why it’s important for you to consider your own version of prosperity when considering these changes
  • And more!

 

 

Thank you for listening to the Wealth Done Differently Retirement Podcast click the subscribe button below to be notified when new episodes become available. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Wealth by Design LLC. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.  Always seek the advice of your financial adviser or other qualified service provider with any questions you may have regarding your investment planning. Danielle Howard, Certified Financial Planner is an investment adviser representative of Cambridge Investment Research Advisors a registered investment adviser. Securities offered through Cambridge investment research Inc.

A broker dealer member FINRA SIPC Cambridge and wealth by design LLC are not affiliated.

 

 

 

 

 

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