Thoughts On Retirement Plan Distribution After the SECURE and CARES Act‪.‬ The Truth About Estate Planning

Keep an open mind as you approach distribution planning after the two major Acts passed in the past few months. Trusts remain a viable and valuable option for receiving retirement plan distributions!

Show Notes How things may go with the pandemic - 1:25 What has happened with advisors and clients with these changes - 1:50 The impact of retirement planning - 2:21 The biggest concern - 4:28 Long-term care expenses - 5:23 Learning more about Trusts - 9:33 Opening the mind for the advisors - 11:43 Training programs for advisors - 15:44 What it means to “go to the cookie jar” - 18:59 Knowing more about the SECURE Act. - 23:52 Advisors have to learn what’s the best type of Trust - 28:40 Review the beneficiaries - 29:39 What’s going on in the market place right now - 33:07
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