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.
What this episode covers
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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SECURE Act - 4 Items Everyone Should Know
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