Steve touches on the do’s and don’ts for retirement planning with regard to the new tax changes.

 

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In the midst of impeachment and election talk, Steve urges you to take the headlines for what they are. Are politics going to have a major influence on your portfolios? Maybe not– but there is one legislative change that you need to consider if you have a retirement account. Tune in to learn more.

 

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Congress is making massive changes affecting your IRA beneficiary decision. These changes will drastically affect taxes and timelines available to the heirs of your retirement account.

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