Navigating the SECURE Act

Your retirement options just became more robust. A new law called The SECURE Act passed late last year and today we're sharing ALL of the information you need to know to change your plan to take advantage of this new, exciting legislation. If this is new to you, don't worry, we've got you covered. We'll begin the show with Joe & OG bringing you up to speed on the details. But if you're wondering how to use it well, we have something even better. Joining us on today's show we'll have Aimee Kwain from Fidelity Investments, Dan Keady from TIAA, and the Retirement Answer Man himself, Roger Whitney to walk us through their thoughts about the new law. Our goal today is to help you to understand how the SECURE Act impacts you, and we're excited about all you're about to learn. Of course, this is a Stacking Benjamins episode, so that isn't all....later we'll throw out the Haven Life Line to Leo, who is wondering what he should do with his money while he's saving up for a downpayment on a house. Should he invest, or keep the money safe in a high-yield savings account? Hoping for more? We've gotcha covererd. We'll also save some time for Doug's amazing weight loss trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.