Community Corner
Newtown Finance Exec Completes Retirement Planning Course
The workshop provided technical training on retirement planning strategies, estate planning techniques and new tax laws.
From Barnum Financial Group:Newtown resident Jeremy Hus, Vice President of Financial Planning at the Barnum Financial Group, has completed advanced training with widely recognized experts at Ed Slott and Company, LLC in Dallas, Texas from. May 2-4. The workshop provided in-depth technical training on retirement planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement.
“The laws surrounding retirement and tax planning are constantly changing, and as a financial professional, we need to stay on top of the latest policy changes,” said Mr. Hus “Ongoing training keeps me up-to-speed, and I have access to advanced support to help Barnum advisors help their clients navigate difficult and unique financial planning situations.” Some of the major proposed changes Congress is considering are repealing the maximum age for IRA contributions and raising the age for required minimum distributions from 70.5 to 72.