Retirement Planning & the Secure Act | Robert Carlson

Robert Carlson, retirement planning expert, explains the Secure Act and how it could affect your retirement planning. Changes in how Federal law treats IRAs could exposure certain retirement funds to taxes. Carlson provides guidance and how you can transfer these investments into non-taxable products. Learn how moving money from certain types of IRAs to if insurance policies can alter your tax burden.

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Founded in 1981, MoneyShow is a privately held financial media company headquartered in Sarasota, Florida. As a global network of investing and trading education, MoneyShow presents an extensive agenda of live and online events that attract over 75,000 investors, traders and financial advisors around the world. We are proud to bring together individuals, top market experts, analysts and media in dynamic, face-to-face and online learning forums that include highly acclaimed investment shows, conferences, and cruises.

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