EPISODE · Feb 3, 2020 · 12 MIN

The SECURE Act 3.0 (Ep. 78)

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss "The SECURE Act 3.0". Jake and Matt discuss two impacts of the SECURE Act that will impact a younger generation. They discuss how the SECURE Act impacts 529 Plans, which is a tax favorable way to save for education. They also discuss a recent poll we ran in regard to cruise ships. Make sure to watch until the end to hear the results, they may just shock you!

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This episode was published on February 3, 2020.

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