Episode 30 — What Could the Secure Act Bring to Your Financial Life? — Part 2

With all of the positive changes that new legislation can bring to our lives, it’s important to also consider the less appealing changes that can come with it.

After uncovering the new possibilities that the SECURE Act could offer us in part one of her mini-series, Danielle Howard is back with a critical eye to explore its potential downsides and discuss options for adjusting your financial decisions accordingly.

In this episode, you’ll learn:

● What the elimination of stretch IRAs could mean for your legacy planning
● About proposed changes to distribution rules and its tax implications
● Strategic planning ideas to navigate some of these downsides
● The importance of working with a fiduciary to make informed decisions based on your personal situation, values, and goals
● How Danielle is walking the walk in finding her next best self
● And more!

Listen now to learn more about the SECURE Act and the changes it may bring to your financial life!

 

 

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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