SECURE Act 2.0

This is a discussion regarding two pieces of landmark retirement legislation that have left a lasting imprint on savings & distribution of retirement funds. Given changes to the tax code and beneficiary treatment of qualified retirement assets, the SECURE Acts force a re-think of so many aspects of your financial plan. 

This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.