New Year Tactics: Why Your Financial Plan Needs an Overhaul Now Webinar Replay. Originally recorded on Dec 14, 2022.
Now that 2022 is drawing to a close, we turn our eyes to 2023.
Congress is constantly overhauling the rules around tax-advantaged savings and retirement accounts. We keep up with all of the legal and tax changes so that you don't have to; but the rules do require some mental shifts for all of us. It's time to let go of outdated notions - the rules your parents planned for or that you started saving with may no longer apply.
Stay nimble and come get those kinks out of your financial plan.
In this event, we covered essential updates from the IRS along with dispelling myths held over from the 'old' way of doing things. We will discuss:
(1) How to preserve more of the money you've saved;
(2) How to stay nimble without freezing up; and
(3) Why the bond market is key right now.
Learn more about us at propelfinancialadvisors.com.
This presentation is for informational and entertainment purposes only. And should not be relied upon as a basis for investment decisions. This presentation does not engage in rendering legal, financial or other professional advice or services. Past performance is no indication of future returns.
