All About Your Benjamins The Podcast

Jamie Hopkins: SECURE Act 101

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At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning.  I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the Act and highlights some of the changes that will impact the most people.

Just like any episode that discusses planning concepts, nothing we discuss should be considered advice–we have no way of knowing your personal situation to tell you whether or not your financial plan needs to be adjusted. What are doing is bringing conversation starters for you and your financial advisor to cover in your next meeting.

Check out the show notes below for links to Jamie’s social media and articles covering the SECURE Act, which can serve as a complement to this episode.

I hope you enjoy!

Show Notes:

Forbes: Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It

Twitter: @RetirementRisks

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.