• Thoughts On Retirement Plan Distribution After the SECURE and CARES Act.

  • May 29 2020
  • Length: 36 mins
  • Podcast

Thoughts On Retirement Plan Distribution After the SECURE and CARES Act.

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  • Summary

  • 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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