will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.
will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.
The SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention.