There's new retirement legislation effective this year called the SECURE Act. David Swanson, Financial Planning and Consulting Specialist, stopped by to tell us what we need to know.
Swanson Financial also offers free retirement planning and social security workshops near your home here in the greater Portland area and Vancouver.
For more information, call Swanson Financial at 503-603-9900 or visit www.swansonfinancial.com.
This segment was sponsored by Swanson Financial.
“Swanson Financial Services, Inc. is a Registered Investment Adviser.
Advisory services are only offered to clients or prospective clients where Swanson Financial Services, Inc. and its representatives are properly licensed or exempt from licensure.”