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What the SECURE Act Means for Your 401(k) and IRA

Wednesday, January 22, 2020
5:30 PM
Hosted By:

In December 2019 the SECURE Act was passed into law and every IRA and employer retirement plan will be affected. The passage of the SECURE Act means major changes for anyone with a retirement account related to required distributions, rethinking estate planning options, and how IRAs are best used.

Join us as we discuss:

  • Key provisions of the SECURE Act
  • How the elimination of the “stretch IRA” is a major change that will affect everyone
  • Comparisons between the old rules and new rules
  • Strategies for adapting to the new rules

No-obligation and no charge but space is limited. Light snacks and drinks provided. Reservations are requested.

Rather talk one-on-one about your situation? Call us to schedule a personal phone call or meeting.

Contact Justin at 412-633-1512 or justin.grubisha@hefren.com

North Hills Office
12570 Perry Highway,
Wexford, PA 15090

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.