In this episode of Your Wealth Health, we shake things up with a new host— private wealth advisor for the firm, Bill Davis. Bill is joined by director of wealth management, Matt Aurenz, as we continue our discussion on the SECURE Act. Listen as we examine changes within this legislation and how you might take advantage of some of the tax opportunities it provides. 

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Be sure to tune in 6/13 as we talk with one of the most renowned retirement experts, Ed Slott!