The Zandbergen Report

The Secure Act: Part III

March 4, 2020

Host Bart Zandbergen was joined in the studio by attorney Nicole Anderson for the Secure Act Part III. In this episode Nicole discusses the estate planning and retirement benefits that the Secure Act has implications for. With the exception of 5 categories, beneficiaries can no longer defer taxation over their lifetime as a result of the Secure Act.

In this episode, learn:
-What the 5 beneficiary categories are where deferred taxation is still possible
-What you should do to ensure you are set-up appropriately now that the Secure Act is in effect
-What the nuances are in relation to the Secure Act and how you can be proactive to address them

When asked what her ultimate lesson learned has been, Nicole shared that doing her best and taking pride in her work has been pivotal in building her career as well as her law firm.

The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.

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