Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022.
Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
To schedule a visit with the team at McNamara Financial, be sure to visit:
https://mcnamarafinancial.com/contact
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
To read the SECURE act 2.0 for yourself please see document online at:
https://www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf