The Successful SOULopreneur

Ep. 26 The SECURE Act


With the introduction of the new SECURE Act, there were important changes made that may affect your retirement plan. While the new rules don't appear to amount to a massive upheaval, it may require a change in your retirement strategy. Listen in or call in to learn more.

Co-Host: Kim Dyer, Keystone Capital Management Group

Kim Dyer is an Investment Adviser Representative at Keystone Capital Management Group, LLC. Kim’s passion is helping her clients succeed in reaching their retirement income, estate planning and financial goals. After receiving her degree in accounting from the University of Wyoming, Kim went on to receive her MBA from the University of Nebraska. With more than 20 years of experience in accounting and administration in the medical field, Kim’s unique perspective is an asset to her clients.

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03/25/2020

Ep. 26 The SECURE Act

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Ep. 24 Your Imagination

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