The SECURE Act of 2020

In this vlog, the Director of Financial Planning at Fi Plan Partners, Jay McGowan, gives insight about the two most impactful provisions within the SECURE Act of 2020. The information in this video will help you understand more about the SECURE Act and how it can affect you, specifically, if you take a Required Minimum Distribution (RMD) from an IRA or if you have a Stretch IRA.

Watch this video to find out how you could be affected by the SECURE Act now that it is a law.

 

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee-based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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