We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates, so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of.
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Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.
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Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.
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In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits.
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