With the Passage of the bipartisan SECURE 2.0 Act in late 2022, congress has built upon earlier legislation to strengthen the retirement system and pave ways for savers to enhance their retirement, charitable, and educational savings strategies. In this series I will be joined with Putnam Investments where we explore different components of the SECURE 2.0 Act and the impact it will have on planning and strategy. Given the breadth of the SECURE 2.0 ACT, we will address each component in a three part series. Please join us where in the first of the series we will discuss the SECURE ACT and what it means for Family Retirement & Charitable Planning.
Join Via Zoom:
John Miller is inviting you to a scheduled Zoom meeting.
Topic: Secure 2.0 Act: Washington Policy Update & Planning Considerations Presented by Putnam
Time: Mar 9, 2023 12:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://zoom.us/j/94085800290?pwd=NEM1a2E3SW1FRFoydDZGclg1UHVpZz09
Meeting ID: 940 8580 0290
Passcode: 917129
Ahead of our Fireside chat I have included Key Provisions around the SECURE 2.0 Act.
SECURE ACT 2.0 & Education Planning
___________________________
