Jan 14, 2020

The New Secure act passed by Congress and signed into law in December by President Trump has some good news and somebad news, depending on the size of your IRA accounts, and whether or not you want to leave money to heirs with a bit of tax savings. The Stretch IRA is gone, and some people can wait until age 72 to begin their RMDs, but others can't. We'll discuss that in the Market Intel segment followed by estate planning attorney Libby Banks who will explain why many trusts, perhaps yours, will need to be reworded to match the rules of the new legislation. You don't want to miss this fact filled show ...MASTERING MONEY IS ON THE AIR!!