Episode 33 – Review Your Accounts The SECURE Act is Now Law!
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Have you considered what kind of impact the SECURE Act is having on your current financial plan?
In this episode, Tim Scannell discusses specific areas of the newly approved SECURE Act that may affect you and your portfolio. This is a timely and informative conversation that addresses four areas of concern: wealth enhancement, wealth transfer, wealth protection, and charitable giving.
In this episode, you will learn:
- What the new requirements are for heirs of inherited IRAs
- How and why a Roth may protect your wealth
- Why Tim is focused on reviewings plans that involve dependents with special needs
- What’s new for 529 plan contributors
- And more!
Tune in for expert guidance on what actions to take in light of the changes brought on by the SECURE Act.
Resources: HighTower Great Lakes: (219) 246-5370 | 5 Wealth Management Challenges Facing Construction Industry Family-Owned Businesses
C11 case number 9433310