Monthly Archives: February 2020


Episode 60 – What do the SECURE Act’s Biggest Changes Mean for You? — With Sal Albanese

The newly passed SECURE Act introduces a host of changes that will impact the majority of pre-retirees. Do you know what this new bill means for your retirement plan?

In this episode, Larry Heller unpacks the SECURE Act with Sal Albanese, the founder of a full-service CPA firm called Salvatore Albanese & Company LLC. Together, they walk you through what options the act has given and taken away from employers and employees.

In this episode, you’ll learn:

  • What changes have been made to safe harbor 401(k) plans
  • How the SECURE Act incentivizes employers to set up new pension plans for employees
  • Why the increased required minimum distribution (RMD) age presents more planning opportunities
  • What changes apply to heirs of IRAs and what the exceptions are
  • Planning strategies to consider in response to the act’s most significant changes
  • And more!

Tune in now to learn about the SECURE Act’s biggest changes for pre-retirees and how they might affect you!


Heller Wealth Management | Salvatore Albanese and Company LLC