The Ballast Life Episode #12: The SECURE Act

Ballast Advocates

The SECURE Act is one of the most significant pieces of legislation passed within the past few years. If you have any questions, please do not hesitate to reach out to us at 859-226-0625 or info@ballastplan.com

 

Timestamps:

Introduction: 00:0102:24

ROTH IRA Review: 2:256:24

Beneficiary Payout Strategies: 6:2514:15

Strategies During Retirement: 14:1621:51

Strategies to Achieve the Best Results: 21:5230:17

Estate Planning Chaos: 30:1840:18

Podcast