SECURE Act - 4 Items Everyone Should Know episode artwork

EPISODE · Jul 28, 2020 · 10 MIN

SECURE Act - 4 Items Everyone Should Know

from Financial Breakaway: Your Clear Path to Retirement · host Ryan Hitchcock

The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement.  Overall, this legislation will have substantive repercussions for individuals planning for their financial futures.   Please visit www.rhitch.com for more information.   Sources: https://www.congress.gov/bill/116th-congress/house-bill/1994 https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/   Ryan Hitchcock Financial Planner   Direct: 414-253-4611 [email protected]     Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.    1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement.  Overall, this legislation will have substantive repercussions for individuals planning for their financial futures.   Please visit www.rhitch.com for more information.   Sources: https://www.congress.gov/bill/116th-congress/house-bill/1994 https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/   Ryan Hitchcock Financial Planner   Direct: 414-253-4611 [email protected]     Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.    1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

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This episode was published on July 28, 2020.

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The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement.  Overall, this legislation will have substantive repercussions for individuals...

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