![SECURE ACT – New Planning](https://yourfinancialchoices.com/wp-content/themes/yfc2020/assets/images/default-show.jpg)
SECURE ACT – New Planning
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?