How to Conquer the World - 5 Financial Strategies for Savvy














Lon Lederman & Jared Arn
1015 1st Center Avenue
Brodhead, WI 53520
608-897-3015
jared.arn@lpl.com
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."