Financial Planning With SECURE Act 2.0

Financial Planning With SECURE Act 2.0

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Publish Date:
7 February, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

Join RightCapital for a webinar on SECURE Act 2.0, which was signed into law by President Joe Biden on December 29, 2022. Gain an understanding of the key changes included in SECURE 2.0 and how to apply them in your planning practice to best serve your clients.

This session will explore new planning opportunities that allow advisors to deliver more value, and discuss how to compare strategies using the RightCapital financial planning software. We'll also illustrate how to engage clients and prospects around tax planning, including new opportunities associated with Roth conversions as well as tax-efficient savings strategies.

(No CFP® CE credit available for replay.)