EPISODE · Jan 21, 2020 · 17 MIN

SECURE Act Need-to-Knows (Ep. 76)

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

In this episode of Upticks, "SECURE Act Need to Knows", Jake Falcon, CRPC® and Matt Johnson, CTS™ take a deeper look into a couple of the SECURE act rulings. Jake and Matt discuss how it may impact your plan and what we're doing to compensate accordingly. They cover qualified charitable contributions, 401(k) options, and much more. If you've had some questions about the SECURE act, check out this episode!

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This episode was published on January 21, 2020.

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