The government recently made major changes that impact how retirement plans are taxed. With the passing of the SECURE Act, advisors need to understand these new rules and how they will affect clients – the changes mostly go into effect in 2020.
Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson, has been studying these changes for months – and he’s eager to help you learn the immediate financial planning effects this will have on three fronts:
Join Jamie this Thursday, December 19th, at 3PM CT for the webinar. And be sure to stick around until the end so Jamie can answer your questions.