Webinars

How The Secure Act 2.0 Tax Bill Affects Your Retirement

Written by Altfest Personal Wealth Management | August 19, 2023 at 2:06 AM

The Secure Act 2.0 legislation expands on the original SECURE Act and increases tax planning opportunities around retirement accounts. Our Tax expert, Jessica Nelson, CPA, CFP®, will tell you what you need to know to reap the benefits and avoid the pitfalls of the coming legislation.