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What is the Secure Act?

What is the Secure Act? The government just passed the SECURE Act, which means advisors need to understand these new laws and how they will affect clients. The legislation mostly goes into effect in 2020 and touches everything from the taxing of retirement accounts to the age for required minimum distributions, and the biggest change of all – a major overhaul on RMDs for inherited accounts.

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson, has been studying these changes for months – and he’s eager to help you learn the immediate financial planning effects this will have. Register for a webinar this Thursday to learn more:

Secure

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