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Topic

5 Reasons You Need to Overhaul Your IRA and Secure Act 2.0 Knowledge

Description

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.

Time

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

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Speakers

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.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Apr 4, 2023 04:00 PM Eastern Time (US and Canada) Topic: 5 Reasons You Need to Overhaul Your IRA and Secure Act 2.0 Knowledge Register in advance for this webinar: https://horsesmouth.zoom.us/webinar/register/WN_oCy5MwW9T4Wn-QW0XE-C8w After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers 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.

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