Say Goodbye to the Stretch IRA
The SECURE Act was passed in Dec of 2019 and we are starting to see more and more people affected by it one way or another. Jennifer and Mike discuss a couple of those ways and how you can be prepared for them.
Facebook Live
We know the finance world can be confusing sometimes. We want to be able to share some valuable information with you.
Summit Financial Planners is LIVE on Facebook every other Thursday. Check out our page for announcement for specific times.
Can’t make it for our live session? That’s ok! After the Facebook Live, we’ll post the video to our Youtube channel and on our website.
Come join us for our Facebook Live and let us know your thoughts!
