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Event : Monthly Business Meeting - Review of the SECURE Act
Category: Public Events
Date: 2/11/2020
Time: 8:00 AM
City: Basking Ridge
State: NJ
Location: Delicious Heights Outpost, 185 Madisonville Road, Basking Ridge, NJ 07920
Details:
Wally Pardo of Wealth Financial Partners & WFP Tax Partners will discuss the implications of the new SECURE Act. SECURE stands for "Setting Every Community Up for Retirement Enhancement."  
 
Topics will include:
  • Required Minimum Distributions
  • Traditional IRA Contributions
  • Elimination of the Stretch IRA (And When It Still Applies)
  • New 10-Year-Rule
  • Qualified Charitable Distributions 
 
Walter Pardo is the CEO of Wealth Financial Partners and WFP Tax Partners, located in the historic Liberty Corner section of Basking Ridge, NJ. He is a Certified Wealth Strategist and Professional Plan Consultant with Series 7, 66 and 63 licenses. Walter is licensed in the states of AZ, CA, CT, FL, KS, OH, NY, NJ, IL, PA, SC, and TX, and VA. WFP Tax Partners, LLC is a full-service tax planning and accounting firm.   Walter also owns and manages two online newspapers: www.TAPintoBaskingRidge.com and www.tapintosomersethills.com Walter is a Master Elite member of the Ed Slott Elite IRA Advisor Groupâ„ .  
 
Breakfast will be served. 

Members:  Free.  Non-members:  $10.

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Basking Ridge Business Alliance
5 Lyons Mall #325, Basking Ridge NJ 07920

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