The SECURE Act’s Impact on Lifetime Income and Retirement Savings
You understand the SECURE Act’s major provisions, the tax benefits, the tax hurdles. What’s next?
Join Jamie Hopkins, Director of Retirement Research at Carson, and Judi A. Carsrud, Assistant Vice President of Federal Relations at the National Association of Insurance and Financial Advisors (NAIFA) as they explore the SECURE Act’s Impact on Lifetime Income and Retirement Savings.
You’ll learn about:
RMD & stretch changes
Multiple Employer Plans (MEPs)
The ways the SECURE Act can benefit small businesses
How the SECURE Act affected lifetime income option changes
Fill out the form to register for this on-demand webinar.
The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.