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5 Reasons You Need to Overhaul Your IRA and Secure Act 2.0 Knowledge
Let’s face it. IRAs dominate most people’s retirement holdings. And while it’s always been a tricky topic, things have only grown increasingly complex over the last five years. And now, new Secure Act rules have super-charged the challenge advisors and your clients face when managing qualified retirement accounts.

Join us for this fresh look at what the IRS has in store for IRA owners.

Apr 4, 2023 04:00 PM in Eastern Time (US and Canada)

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Jeff Levine
As an advisor and CPA, Jeff Levine knows exactly how to build a retirement business on IRAs and tax planning. Jeff is the Chief Planning Officer at Buckingham Strategic Wealth Partners, one of the country’s largest independent RIAs, where he leads the company’s evidence-based planning initiatives and helps to ensure its advisors are equipped with the latest financial, tax, and estate planning strategies.
Sean Bailey
Sean M. Bailey is the Editor in Chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses.