The SECURE Act Of 2019, Part 1 - podcast episode cover

The SECURE Act Of 2019, Part 1

Jan 08, 202052 min
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Episode description

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
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