The House has passed the Secure Act 2.0 which includes over 50 new retirement provisions. How does this effect you as an advisor and your clients? And how can you turn the recent changes into planning opportunities?
Join Andrew Altfest, CFP, President of Altfest Personal Wealth Management and Founder of FP Alpha, and Steve Siegel, Estate and Tax Industry Expert as they break down the following:
- The IRS interpretation of Secure Act 1.0
- The Potential impact of Secure Act 2.0 on financial plans
- How new tech tools are assisting advisors in taking an offensive approach to legislation with clients and prospects
- Using an automated Roth Conversion analysis in order to optimize client benefits from new provisions