Advanced Perspective Webinar: Secure Act 2.0 | What the New Legislation could mean for You

Join us for our monthly Advanced Perspective webinar! Register here! 

Have you heard of the Secure Act 2.0? This new legislation could have a significant impact on your retirement planning and financial future.

Join us for a webinar on the Secure Act 2.0 | What the New Legislation could mean for You, Tuesday, April 18th at 4:30PM (PST). John Vance, President of Vance Wealth, and Jerrod Ferguson, Vice President of Vance Wealth will discuss:

• RMDs pushed back again
• 529-to-Roth IRA Transfers
• SIMPLE Roth IRAs and SEP Roth IRAs are now a thing
• Updates to surviving spouse beneficiaries
• IRA catch-up contributions indexed for inflation
• Other changes and planning opportunities

Don’t miss out on this opportunity to learn more about how the Secure Act 2.0 could affect your financial planning. Register now!

As always, you can ask your question live during the webinar, but feel free to send questions you’d like to hear discussed in advance! 

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.