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SECURE Act, RMDs, and Non-Spouse Beneficiaries with David Ellowitch | Your Financial Choices

Valley National Financial Advisors

On this week's edition of Your Financial Choices, host Laurie Siebert welcomes guest David Ellowitch, CFP® to answer audience questions and discuss the SECURE Act, new planning around RMDs, non-spouse beneficiaries, and more.

Tune in to Your Financial Choices every Wednesday from 6:00 to 7:00 PM following All Things Considered.

(Original air-date: 5/5/21)

Laurie Siebert - CPA, CFP®, AEP® is a graduate of Western Michigan University with a BBA in accounting.
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