Estate Planning

The SECURE Act & Your Retirement: An Expert Roundtable

By Barber Financial Group

May 19, 2020

The SECURE Act & Your Retirement: Expert Roundtable

Here’s the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.

So if you don’t mind sending all of your money to the government, then go ahead and skip this video now. There’s no need to continue. But if you care about the hard-earned wealth that you’ve accumulated over your lifetime and where it goes and sending as little to Uncle Sam as possible, stick around for a roundtable discussion.

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Dean is joined by subject matter experts in this roundtable discussion about the SECURE Act. Along with CPA and CFP® JoAnn Huber, Estate Planning Attorney Garrett Griffin, and Insurance Expert Andrew Stafford, Dean will dig into the SECURE Act to bring to light some of the lesser-known issues in the bill. It’s never been more necessary to have a team of professionals on your side when building your lasting legacy.

Resources Mentioned:

If you’re ready to get started on a plan, we’re ready with you. Give us a call at 913-393-1000 or fill out the form below to get started today. Our team of professionals is here to help you navigate the complexities of the SECURE Act and your retirement.

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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

 

 

 

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