Finally, we get the final details of Secure Act 2.0 and how it will affect your retirement plans. Brian and Nic take the first few segments to explain some of the biggest changes that the legislation brings. They explain Roth conversions and the tax pros and cons, plus, some of the downsides that 2.0 presents. Finally, the team gives their predictions for 2023! The markets, world events, and individual stocks.

 

Hosts:

Brian Wiley, Financial Advisor

Nic Daniels BFA™, Financial Advisor

 

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com