New Changes to the Retirement Plan and Distribution Tax Laws

What a difference a day makes – New Year, New Laws, New Planning!

No it’s not a Kenny Chesney song, it’s the important new changes in the Retirement Plan and Distribution Tax Laws.

Learn how to sidestep the Pitfalls and Unintended Consequences of the “Good Intentions” of the Law.


Don’t forget to sign up for Portfolio Manager Don Vandenbord’s Lunch & Learn this Wednesday, January 15th at noon ET. Don will review the last 10 Bear Markets and how you can avoid much of the next one when it comes.
👉 Click here for more details and to register

Additionally, you can view ALL of our archived Lunch & Learn Educational Videos on our Revere Asset YouTube Channel.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, then reach out to any of us via email: dan@revereasset.com, tim@revereasset.com or don@revereasset.com.