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Retirement and the SECURE Act, Plus Money Scripts (Ep. 5)


Retirement Planning with the new SECURE Act and money scripts are discussed.  The SECURE Act made changes to RMDs, QCDs, inherited accounts and contributions.  The pandemic reached the US a few short months after passage, so most people haven’t had a chance to incorporate these changes into their plan.  Money scripts include money worship, money status, money vigilance and money avoidance.  We usually have a little of each in our lives but going to the extreme in any one could have an impact on your money.

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