What You Don’t Know About the SECURE Act

What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)

by Christian Barrero

The Breakthrough Advisor

Subscribe: RSS

The SECURE Act is a lot more complicated than most advisors realize. In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year. In this episode, you will learn Why … Continue reading Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins →

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.