Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the new rules, such as RMD age changes, and provides insights on how they could affect your Financial Blueprint.
Jason Hatley, CFP®, CPA, PFS
Senior Vice President
Financial Planning Manager
Email Jason Hatley here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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