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Get on the listThe Secure Act 2.0 was signed into law at the end of 2022, creating opportunities for better tax savings, college savings, and retirement strategies for many, but the over 90 provisions were unclear in their limitations and release schedules. With tax hikes scheduled for 2026, learning this up-to-date information is more important than ever. Register now!
Key Takeaways:
- Updates on tax incentives from the Secure Act 2.0, as well as their release schedules
- Talking points to discuss the impact of these changes with clients and prospects
- What provisions may benefit employers and how to leverage them
Share this session:
- Contact us for permission to share this session with a first-timer or a study group
Helpful Resources:
- Download the slides from this session!
- Read and download the full document on the Secure Act 2.0
- If you have other questions, feel free to reach out to Ernie through email at ernie_guerriero@cplanning.com or through call at (704) 552-8507
What Advisors Think of this Session
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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?
“I have 3 full pages of notes, front and back (which would make 6 pages total).” – Tonya White
“Work to establish stronger relationships with my COIs.” – Elie Aharon
“Many great ideas were presented.” – Gary Hemnani
“Opportunities in the small business market.” – Joe Swiderski
“All the changes in Secure 2.0 going into effect and how it affects your clients. Great presentation as always!” – Joe Anthes