The SECURE Act is a lot more complicated than most advisors realize.
In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year.
In this episode, you will learn
- Why Jamie isn’t a proponent of taking emotions out of investing
- Why the SECURE Act is a tax revenue bill at its core
- What Jamie’s biggest concern with the act is
- Five actions for advisors to take in response to the act
- And more
Tune in now to learn what every advisor must know about the SECURE Act.
Resources: InsurMark | Jamie Hopkins | Jamie Hopkins on Twitter
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More