Understanding the SECURE Act 2.0


















![]() | Darrell C. ClaytorCERTIFIED FINANCIAL PLANNERTM | 9780 Ridgewood Drive |
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.