Episode 653
653-How Tax Rule Changes Can Sink Your Financial Plan (Discussion of H.R. 1994: the SECURE act)
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
July 15, 201946m 30s
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Show Notes
There is an important piece of legislation that has passed the House of Representatives and is being considered in the Senate. It's technically known as H.R. 1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
It has some changes that are potentially helpful to you; and some that may destroy the value of your qualified accounts.
Joshua