with grandson

Episode 12: The SECURE Act

Jan 31, 2020

Any time Washington passes a piece of legislation that has a word like “secure”  or “affordable” in the name that makes you feel warm and fuzzy, run for the hills! The SECURE Act is no friend to retirees and financially-savvy Millionaires Next Door. In this episode, Adam dives into the potential pitfalls of the Act and how you can make sure you end up on the right side of the legislation.

Here are just a handful of the things that we'll discuss:

  • SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement. Now, what does this actually mean?
  • How the SECURE Act affects IRAs, Annuities, 401(k)s, and retirement plans in general.
  • What provision will most negatively impact people and the legacy they leave behind?



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