The Secure Act - Changes to RMDs, The Stretch IRA & More
Release Date: 01/15/2020
MFA PODCAST 12 - What Does A Financial Advisor Really Do?
The Financial Advocate
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MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need?
The Financial Advocate
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MFA PODCAST 10 Reduce or Eliminate RMD Taxes
The Financial Advocate
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MFA PODCAST 9 Life Insurance Basics
The Financial Advocate
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MFA PODCAST 8 Planning Made Easy - A Case Study
The Financial Advocate
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MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
The Financial Advocate
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MFA PODCAST 6 Retirement Income Planning Simplified
The Financial Advocate
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MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months
The Financial Advocate
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MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
The Financial Advocate
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
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MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
The Financial Advocate
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide.
info_outlineHere we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit the big 7-0. The RMD age was changed to 72 and Stretch IRAs now have a limit of 10 years. These are two of the biggest changes for us and our planning but there we plenty more. Listen to the podcast to here a few extra changes.