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Video: Proactive Tax Planning for the SECURE Act

Video: Proactive Tax Planning for the SECURE Act

| May 10, 2021
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In this video we review the changes in the already law SECURE Act. There is another SECURE ACT 2 rolling through congress as well, but the ramifications for the original are still large, especially for IRA funds and estate planning, and affect everyone that owns, or whose family owns, an IRA, 401k, or other tax qualified account. 

If you have $500,000 or more in investable assets, contact us today to find out how we can help you achieve a successful financial future in retirement.

We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better.

Many of our clients are looking for their assets to last throughout their retirement years, while generating income. Therefore we take a longer-term view.

ProEquities, Inc. and Pendleton Financial do not provide tax or legal advice. Please consult with your CPA and Attorney.

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