
Personalized Advice from a Trusted Financial Advisor vs. Mass Market Retirement "Experts"
Recently, Christine Benz of Morningstar interviewed Ed Slott about recent legal changes that impact retirement and tax planning. Ed Slott (self-proclaimed retirement expert) discusses the impact of the SECURE Act and promotes his latest book on retirement. Propel Advisor Danielle Woods covered the impact of the SECURE Act in a recent blog post "Traditional Retirement Savings: Why Tax-Deferred Accounts like 401(k)s May Be the Wrong Choice for Some Taxpayers" and our Jan. 27, 2021 Webinar, "New Year, New Strategies: Rethinking Your Savings Plan".