The Bird’s Eye View:
On today’s show, we’ll follow-up on an earlier conversation about the SECURE Act’s impact on the Stretch IRA and talk about how the Senate’s plan (RESA) spells even greater doom for IRA owners with large balances. If you have a lot saved in an IRA and might pass it to a non-spouse beneficiary one day, this conversation better be on your radar.
Episode 21: https://yourretirementelevated.podbean.com/e/how-the-secure-act-might-impact-your-financial-plan/
Scott Dougan, RFC, Investment Advisor – Contact