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The recently approved SECURE Act has brought significant changes to the retirement system in the U.S. It’s time to explore these changes and discuss your new planning opportunities. 

In this episode, Royal Standley cracks open the SECURE Act to explain what changes are in effect and what they might mean for your retirement plan.  

In this episode, you’ll learn: 

• How the death of the stretch IRA will impact the heirs of IRAs
• Why Royal believes that the new RMD age opens up planning opportunities
• Which changes to 529 plans could benefit a family with a new baby
• How the policy behind 401(k) plans has been affected by the SECURE Act
• And more!

Tune in now to find out what the SECURE Act has to offer you!

Resources:  Oregon Pacific Financial Advisors, Inc.

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

Have you ever considered writing a legacy letter for your loved ones? 

In this episode, Royal Standley shares client examples and his own personal example of how a meaningful legacy letter can add heartfelt value to an estate plan. After all, passing along words of appreciation, thoughts, and intentions to your loved ones will stay with them a lot longer than any amount of money ever will.

In this episode, you’ll learn: 

• About the benefits of using a trust
• Why it’s important to have an advanced directive or a buy/sell agreement
• What the value and purpose of a legacy letter is
• Recommendations on what to include in your legacy letter
• How to file your legacy letter for safekeeping
• And more

Tune in now and learn how to write your own legacy letter.

Resources:  Oregon Pacific Financial Advisors, Inc.

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.