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DHGWA Podcast Episode 07: SECURE Act

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Earlier this year, the SECURE Act (Setting Every Community Up for Retirement Enhancement) breezed through the the House of Representatives. The bill is currently stuck in the Senate, but it would make a number of changes to the rules around 401(k)s and IRAs. Tune in as we're joined by three special guests to dig into the SECURE Act and uncover planning strategies and opportunities around the potential changes. 

Special Guests:

Jason A. Lunsford, MBA, CRPS®, AAMS®, AIF®, PPC™ | DHGWA Practice Leader/Advisor

Melanie M Johnson | Partner, DHG Tax

Paul J. Harteg, CFP®   Director | DHGWA Chief Investment Officer

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  1. SecureActTranscript072019.pdf 7/24/2019 7:39:36 AM