Broker Check

An Update On The SECURE Act & It's "All About The Benjamins"

| February 06, 2020
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John gives us an overview of some of the changes the SECURE Act is bringing to the retirement planning landscape. We'll also talk about the role cash plays in our financial plans. Can you ever have too much cash sitting around? And Lisa in Carmel Valley wants to know if her family will be OK taking the DIY approach to retirement planning.

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