Answers to Advisor Questions About the SECURE Act

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
  • Spouses
  • 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!