Thoughts On Retirement Plan Distribution After the SECURE and CARES Act.
May 29, 2020•36 min•Ep. 6
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Episode description
Keep an open mind as you approach distribution planning after the two major Acts passed in the past few months. Trusts remain a viable and valuable option for receiving retirement plan distributions!
Show Notes- How things may go with the pandemic - 1:25
- What has happened with advisors and clients with these changes - 1:50
- The impact of retirement planning - 2:21
- The biggest concern - 4:28
- Long-term care expenses - 5:23
- Learning more about Trusts - 9:33
- Opening the mind for the advisors - 11:43
- Training programs for advisors - 15:44
- What it means to “go to the cookie jar” - 18:59
- Knowing more about the SECURE Act. - 23:52
- Advisors have to learn what’s the best type of Trust - 28:40
- Review the beneficiaries - 29:39
- What’s going on in the market place right now - 33:07
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