As you probably heard, one of the biggest changes to retirement in recent years occurred just a few weeks ago. The SECURE legislation — which stands for “Setting Every Community Up for Retirement Enhancement” — puts into place numerous provisions intended to strengthen retirement security across the country.
Advisors are across the country are scrambling to address this legislation for their clients and prospects – and FMG Suite is here to help.
Watch our informative webinar replay with Compliance Wizard Mike Woods and marketing strategist Charlotte Spangler as they discuss:
- What the SECURE Act means for your clients and prospects
- What they need to know – and how to tell them
- How you can use marketing tools to address the Act
If you are a current FMG Suite subscriber (Standout and above), you can find the letters we mention in your content library as “Handy Emails” .The first letter, A 2020 Look at Your IRA goes over changes to RMDs, including the new RMD age limit of 72, instead of 70 ½. The other letter, Rules Tighten on Stretch IRAs goes over changes to inherited, or Stretch IRAs. Now, unless an inherited IRA meets specific circumstances, the beneficiary is required to withdraw the money from the IRA within 10 years.
For non-FMG Suite subscribers who are interested in gaining access to our content, please explore our library and get a demo today!
