Preparing for the SECURE Act

Oct 29, 2019

The “Setting Every Community Up for Retirement Enhancement” Act, also known as the SECURE Act, was passed earlier this year by the US House of Representatives in a nearly unanimous vote.  Although the vote demonstrated strong bipartisanship support, Senate leader, Mitch McConnell, has yet to bring it to a vote.  Our next guest though, feels that some version will eventually make it into law and therefore feels you should know a little more because it would bring significant changes to retirement planning.

Mike Switzer interviews Chris Cabri, a certified financial planner with Ameriprise Financial Services in Greenwood, SC.