The SECURE Act of 2019 - What does it mean for you?, Part 1
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include:
Retirement and tax legislation - What’s changed?
How will changes impact you as an investor?
What changes can impact in a negative way?
What’s the impact on older Americans?
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.
Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-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 for yourself please see document online at:
https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/SECURE%20Act%20section%20by%20section.pdf