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Feb 28, 2020

Have you heard of the new Secure Act that President Trump signed into law? Do you know how it will affect your money and your retirement? If you already have a retirement income plan in place OR you are starting the process, it’s important to note these major changes and adjust your plan to avoid financial mistakes in the future.

Some of the key changes impact IRAs, RMDs among many others. Kevin explains how this new Secure Act will affect your taxes, your income, and leaving a legacy for your heirs. Kevin shares a story of how one client was supposed to inherit $1.4million and after meeting with Kevin and using the proper tools and strategies, he will not inherit $2.5million after taxes!