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Congress May Have Just Changed Your Retirement Planning
(2 Minute Read)
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the game change. And for many of my clients, the rules have just changed based on Congress passing what’s been called the “SECURE Act”. For some, the changes are a big deal and present new and different planning opportunities. For others, the changes are perhaps only minor. Either way, it’s good to be aware of the changes.

At a high level, here are the two big things to know:
You will be receiving notification from LPL regarding their redesigned client statements in 2020. Statement enhancements and new features include:

  • Updated Headers
  • Snapshot of Balances
  • Value Over Time (VOT) chart
  • Portfolio Readability
  • Retirement Summary

Ben and his family standing in front of their new home!
Wealth Manager Assistant
Client Relations Associate

 Haas Financial Group
172 West Main Street
Kutztown, PA 19530
Monday - Friday
8am - 5pm

Call to Make an Appointment:
(484) 648-4040
Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and Haas Financial Group are separate entities from LPL Financial.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. No strategy assures success or protection against loss.

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