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Showing posts from February, 2024

SECURE ACT 2.0 New Retirement Rules Workshop

 The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. If you have any questions or if I can do anything for you please do not hesitate to email me at or call me at (734) 272-4322! I recently did three webinar workshops covering the SECURE Act and what it means for our clients.  Click on the video link below to watch the full webinar workshop! The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to be enacted in over a decade. The new law is a very good thing for some retirees and not such a good thing for others. Barely half of the workforce is covered by a retirement savings plan through their employer, and the SECURE Act is meant to address this issue, among other things. Here are some key provisions in the Act that may affect your retirement plans. 1. Required minimum distrib

Have you or someone you know been "Laid Off"?

  Have you or someone you know been "LAID OFF" recently? If so, you/they may find the video I made below useful. You this as an opportunity to grow! Please let me know if I can help you in any way! A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below: Leave the money in his/her former employer’s plan, if permitted; Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted; • Roll over to an IRA; or Cash out the account value.  The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through Four Financial Management a registered investment advisor & separate