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Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
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Friday Mar 13, 2020
Friday Mar 13, 2020
When the SECURE Act was signed into law last December, it delivered the most sweeping changes to retirement planning we’ve seen in decades—some of which will have major repercussions for years to come. On today’s episode of Money & Meaning, Jeff and Mike discuss the changes that impact pre-retirees and retirees the most (including the elimination of the “stretch” provision for IRAs) and share how to use the SECURE Act to your advantage to protect your retirement savings and support multi-generational planning.
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