The New Secure act passed by Congress and signed into law in December by President Trump has some good news and somebad news, depending on the size of your IRA accounts, and whether or not you want to leave money to heirs with a bit of tax savings. The Stretch IRA is gone, and some people can wait until age 72 to begin their RMDs, but others can’t. We’ll discuss that in the Market Intel segment followed by estate planning attorney Libby Banks who will explain why many trusts, perhaps yours, will need to be reworded to match the rules of the new legislation. You don’t want to miss this fact filled show …MASTERING MONEY IS ON THE AIR!!
Mastering Money 1/14/20
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At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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