Keep an open mind as you approach distribution planning after the two major Acts passed in the past few months. Trusts remain a viable and valuable option for receiving retirement plan distributions!
Show Notes * How things may go with the pandemic - 1:25 * What has happened with advisors and clients with these changes - 1:50 * The impact of retirement planning - 2:21 * The biggest concern - 4:28 * Long-term care expenses - 5:23 * Learning more about Trusts - 9:33 * Opening the mind for the advisors - 11:43 * Training programs for advisors - 15:44 * What it means to “go to the cookie jar” - 18:59 * Knowing more about the SECURE Act. - 23:52 * Advisors have to learn what’s the best type of Trust - 28:40 * Review the beneficiaries - 29:39 * What’s going on in the market place right now - 33:07
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