A Legacy of Generosity

SECURE 2.0: What You Need To Know


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SECURE 2.0 has created opportunities for new and reinvigorated conversations about giving from traditional IRAs. In this episode, seasoned professionals, Craig Wruck and Dana Holt, join volunteer co-host, Marie Ruzek, to discuss what’s changed, what’s stayed the same, and actions you can take to tap into the momentum of the passage of this new law.
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A Legacy of GenerosityBy Leave a Legacy MN

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