Ding, Dong, the ‘Stretch IRA’ is Dead

Ding, Dong, the ‘Stretch IRA’ is Dead

One of the most significant changes made by the SECURE Act, signed into law effective January 1, 2020, is the impact on many people’s financial planning due to the elimination of the ‘Stretch’ provisions for most non-spouse beneficiaries of defined contribution plans...

Client Story: Creating Durable Income Solutions

Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30...

CFP Designation

Wealth Planning Corporation is proud of our team’s work to obtain CFP certifications and we remain in good standing with the Certified Financial Planning Board of Standards, Inc. (CFP Board). Certified Financial Planner Board of Standards, Inc. (CFP Board) owns...