Now that it has passed, Ed reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions.  He looks at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position.  Ed also talks about a down market being a good time to consider a Roth conversion and the right strategies that go along with that.

You can Ed and the team by calling 800-563-7030.

The Wealth Training Academy

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