Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

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RMD

An Important Reminder for Retirees

August 19, 2020 Minich MacGregor Wealth Management 0

Under normal circumstances, retirees over the age of 72 are required to withdraw a minimum amount from their IRA, 401(k), or 403(b) account every year.  […]

CARES Act Infographic

April 21, 2020 Minich MacGregor Wealth Management 0

To help combat the coronavirus pandemic and shore up the economy, Congress recently passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. It’s a […]

No Image

Breaking Down the Secure Act

December 30, 2019 Minich MacGregor Wealth Management 0

Important Provisions of the SECURE Act Before we dive in, understand, that the SECURE Act is over 20,000 words long.  (And in fact, the Senate […]

Upcoming Events

  • July 26, 2022
    • Retirement Distribution Strategies Webinar
      12:00 pm - 1:00 pm
      Retirement Distribution Strategies WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • July 28, 2022
    • Retirement Distribution Strategies Webinar
      5:00 pm - 6:00 pm
      Retirement Distribution Strategies WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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