123: The Death of the Stretch IRA

In this episode KT discusses:

• What is a Stretch IRA
• The Secure Act of 2019
• How this new law could effect you

Key Takeaways:
• How The Secure Act hurts savers
• The retirement planning changes you need to make
• Think about how your retirement could impact your children

Quote:

“What this really means is (the government) created a disadvantage for working and saving Americans over wealthy Americans who get to pass nearly the bulk of their entire estate tax free. ” – KT

Click here to reach KT
See KT’s interview on C-Suite Network’s Best Seller TV
Connect with KT Thomas: http://ktsmoneymatters.com/
Purchase KT’s book- The Hardworking Woman’s Guide to Money

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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