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Commentary:
When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. However, there is something else that you probably should consider. If you plan on leaving some of your retirement savings to beneficiaries, or if – even after receiving an income stream off of your retirement savings – there will still be funds left for beneficiaries, it may be time for you to also consider how the SECURE Act may impact your goals, and to reevaluate your strategies. We have some ideas that may help. Call us, we’re always here to help.