Ash Brokerage

The Secure Act

The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006. As a financial advisor, this page will help you get familiar with the ins and outs of the new legislation, and find opportunities to help your clients plan for the future.



On-DEMAND WEBINARS

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Available On-Demand

Hosted by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®


Financial professionals will need to have specific conversations with prospective and existing clients in 2020 to protect wealth and transfer assets to the next generation.

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Available On-Demand

Hosted by Bryan Haas


If you do legacy planning for clients, it’s important to understand how to minimize the tax impact under the new law. Bring your questions and get ready to join the discussion!

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KEY RESOURCES

Overview

High Performing Practice Podcast


Mike and Dr. Jamie Hopkins, Director of Retirement Research at the Carson Group, discuss how to implement long-lasting, beneficial strategies for your clients.

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Opportunities and Pitfalls You Might Have with The Secure Act

Opportunities and Pitfalls


In a quick three-minute overview, Mike highlights things to watch as the dust from the SECURE Act settles.

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Overview

IRA Max Strategy


In this opportunity finder, see how an individual life insurance trust may provide an effective vehicle to create a tax-efficient wealth transfer strategy under the SECURE Act.

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Overview

Legislation Summary


Compiled by Broadridge, this two-page summary sheet provides an overview of the legislation, broken down by benefits to individuals and benefits to employers.

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Overview

What You Need to Know


In this blog post, get a quick summary of the important changes to retirement planning that you should be aware of as a financial advisor - as well as a key sales idea.

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Overview

Legislation Breakdown


Review the effective implementation date of each section of the new legislation, with a description and potential concerns for putting it into practice.

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