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Скачать или смотреть SECURE Act: RMD Changes

  • Your Money, Your Wealth
  • 2021-07-12
  • 2266
SECURE Act: RMD Changes
financial advisorretirement planningfinancial planningrequired minimum distributionfinancial advisor tipsretirement planning 2021inherited irafinancial planning 2021SECURE actwealth managementwealth management strategiesretirement planning tipsretirement planning 101
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Описание к видео SECURE Act: RMD Changes

Congress passed the largest retirement savings reform in more than a decade in December of 2019 when they passed the SECURE Act, the Setting Every Community Up For Retirement Enhancement Act. The Pension Protection Act in 2006 was the last major change. What do the SECURE Act changes mean for you, your ability to save for your retirement and your required minimum distributions, or RMDs?

Download the SECURE Act Guide: https://purefinancial.com/white-paper...

Schedule a free assessment with one of our experienced financial professionals: http://bit.ly/PureAssessment

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.

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