As the song says, “the times they are a-changin’!” New legislation passed late last year called “Secure Act 2.0” and it could have a big impact on your retirement plan. Merrit will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care.
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Episode 8
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September 30, 2022
Merrit explains nine strategies that will help you live comfortably during retirement. It’s important to have your finances reviewed by a professional to ensure...
00:52:00
Episode 22
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February 10, 2023
Abiding by the rules doesn’t sound like fun, but there are a few rules that can make retirement much more enjoyable. Merrit goes into...
00:52:00
Episode 23
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February 17, 2023
The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you plan for those who will still be here...
00:52:00