Tax legislation has changed a lot over the last handful of years. First, there was the Tax Cuts & Jobs Act of 2017. Then, states modified their own tax laws in 2018 to more closely align with Federal regulations. In 2019, there was the first SECURE Act, then COVID stimulus in 2020 and 2021, and now we have the SECURE Act 2.0.
These new tax regulations can have a significant impact on your financial plan, and they’re not exactly the easiest to keep track of and digest. So, don’t! Let us do the hard work for you.
In this webinar replay, which originally aired on Monday, February 27, 2023, Brian Vnak, Wealth Enhancement Group Senior Vice President of Advisor Services, takes you on a deep dive of the SECURE Act 2.0, covering its most immediate provisions and providing insights on how they might affect your financial plan moving forward.
Fill out the form to view the webinar at your leisure, and if you still have questions at the end, please reach out to an experienced Wealth Enhancement Group advisor. We would be happy to assist you with all your tax and financial planning needs.
