Earlier this quarter, our colleague Josh Frankel, CFP®, shared ways to protect your assets and strategies for carefully managing risk in this video. This month, Scott Christianson, CFP®, continues the theme of asset protection and also discusses key changes in legislation that retirees and those planning for retirement should know. As always, if you have any questions, please contact info@fergwell.com or (800) 327-5765.
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook