Congress passed the SECURE Act back at the end of 2019 with some notable changes. However, this piece of legislation did not get much press before the pandemic struck. Steve and Sean discuss some of the key takeaways from this bill and how this might impact your retirement in the future.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Roth IRA Basics
Required Minimum Distribution Changes
Should You Hire A Fiduciary To Plan Your Retirement?
Avoiding Market Timing Risk
Should You Include Life Insurance In Your Retirement Plan?
What’s A Fiduciary?
Putting Together A Smart Retirement Plan
The Danger Of Sequence Of Returns Risk
Medicare Basics With Deb Cmar
Proactive Retirement Planning
Roth IRAs
Social Security Planning
Why You Need A Retirement Plan
Market Timing Risk
Proactive Tax Planning
Staying Calm During Market Volatility
Are Annuities Right For You?
What To Ask An Advisor?
Three Retirement Account Types
4 Pre-Retirement Tips
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