If your head is spinning since the SECURE Act was signed earlier this year, this episode is for you.
Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, is the Managing Director of the Carson Group’s Coaching division.
In this discussion with our host Mike Woods, Jamie breaks down everything advisors need to know about the SECURE Act, including:
- What the new rules mean for RMDs and IRAs
- How this legislation will change investor behavior
- The conversations to have with your clients
You’ll want your notepads for this one! Jamie is an incredible resource for busy financial advisors looking for clarity on the SECURE Act.
