THE SECURE & CARES ACTS

IMPACT ON RETIREMENT:

WHAT YOUR CLIENTS NEED TO KNOW NOW

How will history remember 2020? That is yet to be written and out of our control. How will your clients remember you and the actions you took during these trying times? It is said that crisis does not build character—it reveals it.

Leading financial advisors, those who take the reins during one of the most uncertain and difficult periods in American history, need to be knowledgeable on these significant tax laws and updates.

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