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Wealth Management Strategies
Wealth Management Strategies
Services
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About
Meet Dee
Contact
Services
Blog
About
Meet Dee
Contact

Helping Clients Manage Risks and Grow Assets.

Important Changes for Individual and Employer (Including Small Business) Sponsored Retirement Plans
Dee Turkalj 1/9/20 Dee Turkalj 1/9/20

Important Changes for Individual and Employer (Including Small Business) Sponsored Retirement Plans

The SECURE Act* — which stands for “Setting Every Community Up for Retirement Enhancement” — including several provisions intended to strengthen retirement planning and retirement security took effect January 1, 2020.

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Meetings held by appointment only.

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Contact

Tel: (310) 256-4881 Fax: (310) 256-4513 Email: dturkalj@gcsec.com

Securites are offered through Gold Coast Securities, Inc., Member of FINRA and SIPC. 

Dee Turkalj is registered to sell securities in the state of California.

Dee Turkalj is licensed to sell insurance in the state of California (California License No. 0F69349)

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This site does not provide financial, insurance, legal, or tax advice and should not be relied upon as a basis for investment decisions. The information contained in this site is not designed to meet the specific needs of individual investors. We recommend that you consult with your investment professional or tax advisor concerning your own individual situation

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Securities and Investment Advisory Services are offered through Gold Coast Securities, Inc., member FINRA & SIPC. Wealth Management Strategies and Gold Coast Securities, Inc. are separate and unrelated entities. Neither Dee Turkalj, Wealth Management Strategies, or Gold Coast Securities, Inc. offer tax or legal advice.

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