In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020.
Some of the topics Matt covers in this webinar include:
Clients and friends of Keen Wealth have questions surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act that was passed at the end of 2019. And with good reason! In many ways, the SECURE Act represents a significant rethink of retirement and estate planning. The government has recognized that as folks begin working longer at a wider variety of jobs, individuals need to start taking more personal responsibility for their retirement planning. This shift will affect your own retirement and how your heirs will approach their financial planning.
On today’s show, we follow up our earlier overview of the SECURE Act with a deeper dive into three specific topics that our clients have been asking us about. As always, we try to keep the conversation light on industry jargon and technicalities. But the better you understand some of the SECURE Act’s most significant changes to retirement planning, the more confident you’re going to feel about your own plan.