Fall 2023 Retirement Seminar
Thanks to everyone who came out to our fall seminar: Milestones to Retirement! In case you missed it, or want to send the information on to a friend, you can find the handouts below. If you have any questions, let’s talk.
Handout: Retirement Income
Changes from SECURE Act 2019 and beyond by Chris Nadler.
Handout: Inheriting IRAs
Changes from SECURE Act 2019 and beyond by Tim Hilterman.