Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?

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Simply Financial with Paul Durso

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The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/