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Feeling Defensive Play Offense

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Last week, Ed Slott gave us some incredible perspective as we look at the impact COVID-19 has had on retirement planning. The federal government has always been able to change the rules in the ninth inning, as we witnessed with the SECURE Act in 2019, but we’ve never experienced anything quite like this! Today, we are going to have the same conversation with you that we are having with our clients – how to play offense when you feel so defensive.

As the federal government looks to fund the stimulus package, there are rumors of higher tax rates, inflation and long-term impacts on Social Security. Retirement is your responsibility and, honestly, why would you have it any other way, especially as we enter into a COVID culture?