Webinar Replay

Tax Planning
Possible Changes in Tax Legislation: What You Need to Know and How to Demonstrate the Impact of Changes
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MichelleGuest Expert: Celeste Revelli, CFP® and Michelle Riiska, ChFC®

Congress is again considering changes that will impact retirement savers and retirees. The so-called "SECURE Act 2.0" appears to have bipartisan support with similar bills working their way through...

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Congress is again considering changes that will impact retirement savers and retirees. The so-called "SECURE Act 2.0" appears to have bipartisan support with similar bills working their way through the House and Senate. This ACT, along with provisions of the Build Back Better plan, may have significant consequences for your clients.     

This session highlighted proposed tax changes and discussed the long-term tax impacts of pending updates. We  explored how these changes may impact certain clients and discuss how advisors can plan for and communicate these changes. We also covered how financial planning software can help guide conversations.