The SECURE Act brings the most expansive change to retirement rules in 40 years, affecting individuals and businesses alike. Ultimately, the rule changes provide more ways for us to be better savers, and businesses are being urged to make it easier to do so.
But planning is key – our collective goal is to understand the new rules and how they relate to your retirement.
In this webinar, Marc Bautis, Founder and Wealth Manager at Bautis Financial, covers:
- How The SECURE Act 2.0 gives you more time to save for retirement.
- How The SECURE Act 2.0 gives you more ways to save for retirement.
- How The SECURE Act 2.0 provides you new ways to use your money.
- About the death of the “Stretch IRA” and what it means for inherited IRAs.
- And more!
Get Started with a Retirement Plan Review
You need to understand the impact these new retirement rules may have on you and take the proper steps to adjust your retirement strategies and estate plans. We can help.
Resources:
SECURE Act 2.0 Presentation Notes | Bautis Financial Learning Center | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
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