We Make Money Fun

The SECURE Act Explained


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Important aspects of the new SECURE Act:

  • IRA Contributions
  • Required Minimum Distributions
  • Legacy Retirement Accounts (for your heirs)
  • Implications for Small Businesses
  • 529 College Savings Plans

Shanna Tingom of Heritage Financial breaks down each of these areas of the SECURE Act.

Resources:

Heritage Financial Website

  • Call Heritage Financial at: (480) 397-1184
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We Make Money FunBy Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay

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