How the SECURE Act Impacts Women

In this episode of the Eagle's Nest podcast: Kevne Sharpe, Kelly Collins, and Marilyn Weaver look at the SECURE Act and how the new rules and changes impact women.

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Kevne Sharpe

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Kelly Collins

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Marilyn Weaver

Kevne Sharpe, Kelly Collins and Marilyn pick up where Jason McBride and Bruce Larsen left off in last week’s podcast on The SECURE Act. In today’s podcast Kevne, Kelly, and Marilyn look at how the SECURE Act impacts women. Women live longer, enter the workforce later, and have retire with smaller IRAs. Some of the changes introduced by the SECURE Act give women more options to better their retirement accounts. Learn more in this episode.

If you’re interested in a succinct overview of the key changes and provisions of the act, download our free copy of The Secure Act: What You Need to Know.

THE SECURE ACT:

What you need to know

While it is called the SECURE Act, it is really a mixed bag of new regulations – some good and some bad. The main two aims of the legislation seem to be to encourage more retirement savings and to increase tax revenue the government derives from IRA distributions. Whether you come out ahead is based on your individual circumstances. The Presidential SECURE Act guide outlines the key retirement savings provisions. 

We’re also holding a free Taxes in Retirement class in Parker (PACE Center), Arvada (APEX Fieldhouse), and Windsor (Windsor Rec Center) on February 6th (6:30 pm) and February 8th (10:00 am).

You can also sign up for our newsletter to get the latest information on our upcoming classes, events and to get our latest articles and podcasts.

Kevne Sharpe

Senior Financial Advisor, CFP®, ChSNC®

Kevne Sharpe has been providing financial guidance and coaching to individual investors, small business owners and other financial advisors for more than two decades.

She has held her Certified Financial Planner™ (CFP®) designation, awarded through the Certified Financial Planner Board of Standards, since 1991. Since that time, she has worked with clients to help secure retirement dreams and navigate life’s transitions through thoughtful and individualized financial planning. Having also earned the Applied Behavioral Finance Certificate from Investments & Wealth Institute™, she pays particular attention to behavioral tendencies that could either enhance or derail the attainment of life’s financial goals.

Awarded through The American College of Financial Services, Ms. Sharpe is one of the few Chartered Special Needs Consultants® in Colorado. This education and designation helps her serve families with children with disabilities navigate the complexities of special needs financial planning. She is a member of The Academy of Special Needs Planners, the Accounting and Financial Women’s Alliance, the Financial Planning Association, as well as the Women’s Estate Planning Council.

For the past 7 years, Kelly has been partnering with clients to give them the knowledge, products, resources and reassurance to feel confident in their plan.  She is passionate about helping individuals and businesses reach their financial goals and objectives through education, analysis, planning and implementation.  She believes that every situation deserves “white glove” treatment whether you are just starting on your path, recognizing a pivot in your strategy, or positioning yourself to realize the dreams you have set during your working years. 

Marilyn Weaver

Vice President, PhD, CFP®

An experienced financial professional of more than 25 years, Marilyn Weaver has a passion for her clients’ and their families’ well-being—financially and otherwise. Her hard-earned credentials—BA from University of Texas, Austin, MA from University of Oklahoma, PhD from University of Denver (endowment management), Certified Financial Planner™—speak to her technical and professional skills. What they don’t describe is the care, time, and attentiveness she invests in the people she helps guide toward a fruitful and rewarding retirement.

Presidential 2020 Key Data Reference Guide

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