Preview Mode Links will not work in preview mode

The Retirement Trainer

Mar 12, 2020

Today we're digging in a bit deeper and talking more about The SECURE Act with estate planning attorney, Logan Phillips. 

The thing that the SECURE Act did was really change retirement planning for people. Logan says it benefits individuals who are saving for retirement, while it kind of hurts the individuals who they...

Mar 3, 2020

The SECURE Act, also known as the Setting Every Community Up for Retirement Enhancement Act of 2019, came into effect on January 1st, 2020. Designed to make it easier for Americans to access tax-advantaged accounts and stop people from outliving their assets, it made another round of sweeping, monumental changes to the...