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2022 SECURE 2.0 Act Webinar Transcript
5 Things You Need to Know About Life Settlements
Dr. Wade Pfau's How to Use Reverse Mortgages to Secure a Retirement White Paper
Guide to Breaking Down LTCI Partnership Policies
IRAs at Death & Beyond Webinar Transcript
Medicaid Annuities and IRAs Guide
Social Security Guide 2023
Tax Strategies For Upper-Middle Class Clients Webinar Transcript
self study Comments page
Here are comments from listeners:
Great to preview a pending legislation that has very impactful proposals - thanks
The Charitable Annuity was new to me. That may be something I research more.
Larry did a great job of pointing out some of the "holes" in SECURE 2.0, those implementation questions we all will have as this bill moves forward
Everything was new to me about SECURE 2.0. I'll talk about the new catch-up ideas and the new RMD ideas a lot in my practice.
A few 'good to know' items e.g. RMD ages going up - affects many of my relatives, friends, etc. who have been asking.
I learned that the Congress continues to make retirement plans a very complex specialty and it is easy to give out incorrect information.