The SECURE Act changed retirement planning within the industry, and left a lot of us sprinting to learn the new policies, communicate with our clients and shift our advice to help our clients reach their retirement financial goals.

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson, received a lot of SECURE Act questions from advisors.

The sheet is broken down into sections to make it easier to navigate:

Who is Affected
Grandfathering Provisions
Calculating RMDs Under Delayed Age Requirement
And more!
As you know, being an advisor means you have to guide your clients to the best of your abilities – it’s important to understand these policies to do just that.

Keep this FAQ sheet at your desk for times when you need to hit that refresh button.

Download the SECURE Act FAQ Sheet today by filling out the form on this page. If you have any questions, please feel free to reach out to!

Download the Guide

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140