Ep 39: IRA Owners: 3 Key Changes By The SECURE Act

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