What is the SECURE Act 2.0? What changes does the SECURE Act 2.0 have that impact me? Join us as our President and CEO, Bob Heykoop, ChFC, and Head of Financial Planning, Drew Barnes, CFP®discuss what’s included in the newly passed legislation, including how it impacts Required Minimum Distribution (RMD) rules, retirement plan rules and options for small businesses, 529 Plans, several Roth-related changes, and much more. We’ll discuss all of these changes and the potential retirement and tax planning opportunities the may present.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.  It is only intended to provide education about the financial industry.  To determine which investments may be appropriate for you, consult your financial advisor prior to investing.  As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.    

Traction Financial Partners, LLC is a registered investment adviser.  Advisory services are only offered to clients or prospective clients where Traction Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Traction Financial Partners, LLC unless a client service agreement is in place.