SECURE 2.0: Workplace Retirement Plan Startup Tax Credits Concept with Three Business People Sitting Around a Work Table

February 20, 2023

SECURE 2.0 can help alleviate the cost to small business owners setting up a workplace retirement plan. Learn about the potential tax credits and who is eligible. Presented by Gerard Longo, AIFA®, CPFA®: For small business owners, Read More...
It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

January 11, 2023

Presented by Tom Kennedy, CFP®: For some history, on December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...
Estate Planning Update shows man pointing at financial planning graph.

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...

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