The Secure Act and Your IRA (Ep. 74)

Falcon Wealth Advisors
Jan 06, 2020

In this episode of Upticks, “The Secure Act and Your IRA”, Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could have on your IRA. Jake and Matt cover required minimum distributions, IRA contributions, and beneficiary designations. If you’ve had questions about the Secure Act, you’ll want to check out this episode. Jake and Matt do a great job taking a deep dive into three aspects that are impacted.