28
June
WEBINAR - SECURE ACT 2.0: Rethinking Retirement Investments & Estate Planning for 2023 and Beyond
Description
Congress recently passed a new bill called the SECURE Act 2.0.
Please join us for this webinar to learn how this bill will affect your investments and overall retirement plan.
We will cover:
- New Distribution Rates
- New Accumulation Rules
- Revised Roth Rules
- Qualified Charitable Distribution
- Inheritance and Tax Planning
- And More!
Date and Time
Wed, Jun 28, 2023
2:00p - 2:30p EST
Location
Zoom Webinar
Note
Zoom meeting link will be sent after registration.