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Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5

Between the CARES Act and the SECURE Act, both of which have been enacted, 2020 has turned out (so far) to be a year of change and uncertainty. The SECURE Act was passed in December of 2019, aiming to make retirement saving easier for individuals, increasing access to tax-advantaged accounts, and preventing older Americans from outliving their assets.

Certain provisions of the SECURE Act have direct implications for people who are already retired and/or who have reached required minimum distribution age. By taking advantage of what the Act allows you to do, you may be able to save both time and taxes. You simply need to know what to do.

On this week’s Managing Your Financial Future podcast, host Johnny Dean talks with long-time Lucia Capital Group advisor Janean Stripe, CFP® about the important provisions of the SECURE Act that may have the biggest impact on you.

Important Information:

Janean Stripe is a registered representative of and offers securities through Lucia Securities, LLC a registered broker/dealer, member FINRA/SIPC; and offers advisory services through Lucia Capital Group, a registered investment adviser and an affiliate of Lucia Securities.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.

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