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KEEPING YOUR RETIREMENT SECURE

John-Vlog

Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works to increase access to employer-sponsored retirement plans and addresses the extended average life expectancy. Still, it brings changes for the way your retirement funds will be inherited. Click here to watch Senior Wealth Advisor, John Gjertsen, CFA, CFP®, EA explain more about the act and how to control the taxes on IRA distributions for your heirs.

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