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Retirement Planning and the SECURE Act

Retirement planning and the SECURE Act

January 21, 2020

By Marianne Nolte, CRPC® The SECURE legislation (the acronym stands for, Setting Every Community Up for Retirement Enhancement); recently signed by President Trump, is intended to improve retirement savings for many Americans.  The following are a few of the important take-aways from the SECURE Act being signed into law.   RMD age Increase and IRA…

qcd vs rmd san diego financial broker

QCD vs RMD

November 26, 2019

Do you remember Sunday mornings when your Mom or Dad would give you a quarter which you were to put into the collection basket at Church? Technology has come a long way and now you don’t need to put your cash or check in the basket because many Churches provide online giving. You can sign…

Everything You Need to Plan For A Financially Secure Future

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