There has been LOTS of changes to retirement planning in the last 6 months! Steve discusses and explains these changes and what it means for YOU and YOUR retirement! 

In December, we told you about “The Secure Act.” It changed the RMD age from 70 ½ to 72 and eliminated the stretch IRA.

In May, we told you about “The Cares Act." Which waved RMDs for this year and allowed you to take money from your 401(k) before 59 ½ with no penalty.

What about the proposed Trump plan to allow you to tap into your Social Security early for emergency money?

This week I introduce you to the proposed “Savers Act” that would allow you to triple the amount you contribute to you IRA or 401(k) for 2020.

AND “Cares ACT 2” that would move the RMD age up again…this time to 75. 

This has all happened in 6 MONTHS! How is anyone supposed to keep up with all this?

Call Steve today and receive a COMPLIMENTARY Portfolio Review! Now is a great time to look at where and what you're invested in, and what it is or isn't doing to contribute to a successful retirement. Plus, how will these big changes we discussed today impact your retirement?