Jan 14, 2020
The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade.
In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob Lepson and Account Manager Geoffrey Turner to unpack the broad themes and impactful provisions of the new legislation.
Among the discussion topics:
It’s never too soon to be better informed about planning for retirement. To learn more, listen to the podcast by clicking the button above.
For additional background and analysis of the SECURE Act, read our The SECURE Act and Your Retirement report by clicking here.