The Barber Financial Group Educational Series is a recurring event. Every two weeks on Wednesdays at 6 PM, we’ll be airing a webinar covering a retirement planning topic. Once you enroll, we will notify you of every bi-weekly educational webinar, so you don’t have to register multiple times.
Next up in the Barber Financial Group Educational Series is The SECURE Act & Your Retirement: An Expert Roundtable
The SECURE Act made significant changes to IRAs, required minimum distributions (RMDs), qualified charitable distributions (QCDs), and other retirement planning tools. It will affect your tax plan, your estate plan, and in-turn your overall retirement plan.
So, what is the SECURE Act exactly? The Setting Every Community Up for Retirement Enhancement Act is the Act’s full name. It passed both chambers of Congress and was signed into law by President Trump on December 20, 2019. The bill impacts all four pillars of wealth management – investments, taxes, estate planning, and insurance by making changes to important and often used instruments for retirement planning.
We’ve put together this workshop to make sure you’re educated on the new law and understand how it can, and will, impact your overall plans to retire.