How Will the SECURE Act Impact Your Clients' Retirement Goals?
The first of a two-part series covering the SECURE Act, Key Highlights of the SECURE Act cuts through the jargon and gets straight to the point so you can focus on what matters most - your clients.
Topics covered in this guide include:
- RMDs
- Annuities / Lifetime Income
- 401(k)s
- IRAs
- Small Business Retirement Plans
Your free download also comes with an up-to-date 2020 Tax Reference Guide just in time for tax season. Fill out the form to claim your copy today!
