The Main Street Code – How the SECURE Act Could Derail Your Legacy Plan – S6E30
Автор: Main Street Planning Group
Загружено: 2025-09-22
Просмотров: 5
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Welcome to The Main Street Code for Financial Success!
This week, Neil Himmelstein breaks down the real-life implications of the SECURE Act and SECURE Act 2.0—laws that have drastically changed how inherited IRAs and 401(k)s are taxed. Through detailed examples, Neil explains why poor planning can lead to massive tax burdens for your beneficiaries and how smart strategies—like 10-year annuities and hybrid long-term care policies—can protect your retirement assets and your legacy. Whether you're passing on wealth or protecting it for your own future, these updates are too important to ignore. Tune in to hear how to avoid common pitfalls and make tax-efficient choices for you and your loved ones.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch episodes on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
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