Beth Blecker draws upon her many years of experience in retirement planning and particular expertise in distribution strategies to provide clients approaching their retirement years, or in times of transition, with proactive financial strategies. She understands that it’s not just your money, it’s your life, and she works towards helping financial balance.
2.1.1 How to Organize an Estate Plan after the “SECURE Act”
Whether you have already put together an estate plan or have been “getting around to it,” on January 1, 2020 things changed! Now more than ever it is important to know who you are leaving what to. Should you name them on a beneficiary designation or are they in your will. Learn how to use the SECURE Act so that your children don’t pay more to taxes than they have to. NEW!