Join us Thursday July 27 at 12:15pm (CDT) for a 30-minute discussion of the economy, stock market and our views on what lies ahead. Discover ways to steer through the current market challenges and how to avoid mistakes.
The SECURE Act of 2019 introduced meaningful changes to rules around retirement accounts, some with significant ramifications for tax and estate planning. The SECURE 2.0 Act of 2022 brought even more changes. This complimentary webinar will help you understand some key opportunities available under the recent legislation —along with some notable limitations —to help them make the right planning decisions for retirement and beyond.