New Rules Provide Protections for Retirement Savings

The Department of Labor has issued new rules aimed at helping those saving for retirement. The rules are intended to prevent financial advisors from steering their clients to bad investments that offer higher payments to the advisor by requiring financial advisers to act in the best interests of their clients.

Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

The first of the 75 million baby boomers began turning 70 this year (2016).  Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your tax-advantaged retirement savings that you may have spent decades building up.  

We look forward to speaking with you

Select a date and time to schedule your FREE consultation with Attorney Robert Pecori ($500 value!).

During this call, we let you do the talking.

If there are opportunities for us to help, we will discuss the next steps after having a better understanding of your needs.

For the safety of our clients and staff we are scheduling these over the internet via Zoom meeting. If you do not have computer access, please contact our office at (412) 788-2000.

Skip to content