Episode 26: Revisiting the SECURE Act

At the end of 2019 a major piece of tax legislation was signed into law. The SECURE Act may have flown under the radar of many Americans as our focus quickly shifted towards a global pandemic. On this episode Ross and Dan review some major provisions of the SECURE Act and what they might mean for you. E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @chec...

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.