The Secure Act – What Types of Opportunities Come from the Act? - #022
Join Stephanie Alper-Lisi and Robert Stuchiner as they explore The Secure Act and what types of opportunities come from the act?. On today’s show, we talk with Robert about The Secure Act, what case studies were covered at The Heckerling Conference, how to convert your IRA into something that's more tax friendly, and how to purchase life insurance with an IRA. Learn more about how to connect with Synergy Life Brokerage, and what types of opportunities come from the Secure Act at www.SBKG.com.
00:00 Who is Synergy Life Brokerage
00:37 What is The Secure Act
03:45 What is The Heckerling Conference
04:17 How do you convert your IRA into something that's more tax friendly?
06:09 How to purchase life insurance with an IRA
06:44 Ways advisors can connect with Synergy Life Brokerage for additional information