Events

WEBINAR - Is Your Plan Secure Under the New SECURE Act?

Posted by Beth Cohen King on Jan 29, 2020 1:35:57 PM

SECURE ACT - Margolis-and-Bloomn

What is the SECURE Act All About and How Will it Affect You?

Join Harry Margolis and Tricia D'Agostino for a deep dive into how this new law (just passed in late December 2019) will affect your retirement planning, from a later required distribution age to shorter time for withdrawing distributions from inherited IRAs. The presentation will include time for Q & A.

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3 Implications of the SECURE Act

If you have questions about how the SECURE Act might affect your plan, give us a call at 781.705.6400.

Topics: Retirement Planning, SECURE Act, IRA