What the SECURE Act means for you and your clients

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The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, is the most sweeping legislation affecting retirement savings in decades. Since it does NOT enhance retirement for the people and only benefits the government, it’s critical to learn about the changes for your own sake and your clients’ sake.

How the Protected IRA Plus Program works

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Now that more qualified money is taxable, your senior clients are at risk. To help them accomplish their goals in light of these changes, you need to assess their needs, be flexible, and adapt your approach. Learn how in all scenarios, the client has more after-tax income with the PIPP program.

Why PIPP is the answer

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Only a carefully researched combination of products can address the numerous new challenges. Together these products make an effective program that tackles distribution, protection, and tax-free cash build-up. Plus, we research products and provide you with palatable information for your clients.

Himmelstein Financial©