Retirement planning has shifted tremendously in the past five years due to various reasons.
Most notable shifts in the landscape have been because of legislation like the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act, among others.
Also, we can’t discount the impact the COVID-19 pandemic has had on both income planning and the impending long-term care crisis. This includes consumer reluctance to include nursing homes as part of their planning because they were harder hit during the pandemic.
Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, will cover the following in this upcoming webinar:
- How legislation has caused retirement income planning to shift
- Consumer spending and outlook shifts
- SECURE Act and SECURE Act 2.0
- How the pandemic changed income planning
- The brewing long-term care crisis