Big Changes to Tax-Deferred Accounts & What Is Our Retirement Income Planning Process


In this show David goes over what he’s reading. Next he goes over a new law called the SECURE Act. Most tax-deferred accounts have changed with the passage of this recent law. The biggest take away is the “stretch IRA” is no longer an option in most circumstances. This was a popular planning strategy & David explains what it is. Also he discusses estate planning. He explains what negative interest rates are and shares how this was mentioned in the financial news recently. He discusses what goes into a Retirement Income Plan and things to consider when retirement is on the horizon. Also he shares how to optimize your portfolio to combat inflation.

 

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 864.618.4800.