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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
Saturday Dec 11, 2021
Saturday Dec 11, 2021
In this week's show, Erick and Randy talk about the new Secure Act 2.0 and how it could affect planning for retirement. The short answer is is plenty.
Retirement and wealth management can be daunting, so let us help you with your financial goals. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.
We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.
Thanks again for listening to Take Point on Retirement, we will be back next week!
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