The retirement rules have changed. Are you prepared?

The SECURE Act 2.0 introduced nearly 100 new provisions that significantly reshape how Americans save for retirement, withdraw from retirement accounts, and pass wealth to the next generation. These changes represent the most significant shift in retirement legislation in over 40 years, and they affect workers, retirees, business owners, and families alike.

In this educational webinar, the team at Mission Financial Planners will break down the most important changes and what they could mean for your financial future. You will learn how new rules impact required minimum distributions, retirement contribution limits, Roth strategies, workplace retirement plans, and inherited IRAs. The presentation will also explore new planning opportunities involving 529 education accounts, charitable giving strategies, and long-term care planning.

While the new legislation offers more flexibility and new ways to save, it also introduces new complexities that require thoughtful planning. Understanding how these rules work can help you avoid costly mistakes and take advantage of strategies that may strengthen your retirement and estate plans.

Join Matt Donaghue, CFP®, Kenneth Hamilton, CFP®, and Jason Duffaut, CFP®, as they explain the key provisions of SECURE Act 2.0 and share practical insights designed to help you adapt your retirement strategy to today’s evolving tax landscape.

If you want to understand how these new rules may affect your retirement income, tax planning, and legacy planning, this webinar will give you the clarity you need to take the next step with confidence.