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WealthVoice Bundle: SECURE 2.0

$250.00

Are your clients asking questions about what this law — passed in the December lull — means for them? Or worse yet: Are your clients totally oblivious to new legislation that has the potential to impact them? Don’t worry, we’re here to help.

The SECURE 2.0 bundle includes 4 scripts, with more coming as we learn more about the legislation. To start, you’ll get:

  • An overview of SECURE 2.0 including who’s impacted

  • A look at RMDs and the updated ages

  • Paying for college: From the 529 to Roth rollover to the student loan repayment match

  • Charitable giving: A look at the revisions to QCDs

Plus, expect updates on retirement planning for the self-employed and catch-up contributions. If you purchase the bundle, you’ll get a notification when these are available with a link to download.

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