What is a 702(j) Retirement Plan?

Maria Alcoke In the Media

Future of Financial Planning A Bitter Rivalry

Mark is an Investment Advisor Representative and is licensed in life and health insurance. He has also committed himself to the advanced study of IRA planning strategies through the Ed Slott Elite IRA Advisory Group™, led by nationally acclaimed IRA expert Ed Slott. He has a blog on Phillyburbs, contributes to Morningstar.com and Forbes.com, and is the Financial Editor and Columnist for Local Living Magazine. Mark holds a Master’s degree from the University of Pennsylvania and a Bachelor’s degree from Columbia University.

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Access to Merit is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Merit’s Brochure. All investing is subject to risk, including the possible loss of your entire investment.

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About Road Rules for Retirement

In Road Rules for Retirement, Mark Fried shares the many challenges you will face getting to and through retirement. He reveals the many risks you must know about and account for to make sure you never outlive your money.

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What is a 702(j) Retirement Plan?

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