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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.

Feb 28, 2023 02:00 PM in Eastern Time (US and Canada)