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The Rules Have Changed: What the SECURE Act Means for You

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Manage episode 358811538 series 3460411
Content provided by John Stillman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Stillman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Almost everyone will feel the some effects from the new SECURE Act. Some more immediately than others, but in the grand scheme almost everyone will be affected. Ron and I will help you tackle the new rules as we discuss the two most important components: the changes in stretch IRAs and the new RMD age. The most important thing to keep in mind is communicating with your family about the changes from an estate planning standpoint. Don’t fret, we’re gonna break it all down for you and help you get started!

Check out the full show notes for this episode by clicking here.

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 358811538 series 3460411
Content provided by John Stillman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Stillman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Almost everyone will feel the some effects from the new SECURE Act. Some more immediately than others, but in the grand scheme almost everyone will be affected. Ron and I will help you tackle the new rules as we discuss the two most important components: the changes in stretch IRAs and the new RMD age. The most important thing to keep in mind is communicating with your family about the changes from an estate planning standpoint. Don’t fret, we’re gonna break it all down for you and help you get started!

Check out the full show notes for this episode by clicking here.

  continue reading

99 episodes

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