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 and IRA accounts. This popular retirement and estate planning provision has been under […]
Ding, Dong, the ‘Stretch IRA’ is Dead Read More »
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 years. By establishing a long term vision
Client Story: Creating Durable Income Solutions Read More »
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).
