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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.
Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.