Scale Investment Group, LLC

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Research. Insights. Analysis. Opinion. Advice.

Individual Retirement Account

Michael Prus

January 1, 2020

The SECURE Act

Michael Prus

January 1, 2020

Many changes, mostly at the margin.

Tagged: SECURE Act, Retirement Plan Changes, ERISA, 401(k), 529 Plan, 403(b), RMD, Required Minimum Distrubtions, Annuity, 5500, Safe Harbor, Contributions, IRA, Individual Retirement Account

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Scale Investment Group, Detroit, MI, USA800.350.6672mprus@scaleinv.com