Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Congress has agreed on something! Your retirement accounts are not estate planning vehicles. (Sigh.) Provisions in the SECURE Act are now law as of 2020 and impact all IRA owners.
Listen to Kevin simplify the laws and unpack the 3 key changes. The good news is that if you're doing proper planning, you are likely less at risk than conventional media headlines and other financial advisors are reporting.
And be sure to pay listen at the end, when Kevin describes what premortem and postmortem strategies could help you and your family keep more of your hard-earned money.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Ep 8: Exorbitant Health Care Costs
Ep 7: Rules Gone Awry - The 4 Percent Rule
Ep 6: Rules Gone Awry - The Rule Of 100
Ep 5: Rules Gone Awry - Take Social Security Early
Ep 4: The Wisdom In Ignoring The 80% Rule
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
Ep 2: Details vs. Relationships
Ep 1: Be Realistic About Your Retirement
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