Wealth Advisors Nik Aamlid, CAP®, and Ryan Ovenden, CAP®, share their key takeaways from a recent webinar on the SECURE Act’s sequel – SECURE Act 2.0.
Hear from Nik and Ryan in this quick overview of how SECURE Act 2.0 impacts RMD Age, Roth accounts, Starter 401K plans and more.
You can still replay the webinar featuring Jamie Hopkins, Managing Partner, Wealth Solution at Carson, for his thoughts on “How SECURE Act 2.0 Shifts the Retirement Planning Landscape.”
Contact us for a complimentary consultation: https://www.pinnaclewealth.com/#contact
******* FOR MORE VIDEOS LIKE THIS, PLEASE SUBSCRIBE: https://www.youtube.com/channel/UCndhK4pEl35_4UkhkntGhDQ
Discover “True Wealth”: https://www.pinnaclewealth.com/
Connect on Facebook: https://www.facebook.com/PinnacleWealthSD
Connect on LinkedIn: https://www.linkedin.com/company/1246462/
Take our retirement ready quiz: https://www.pinnaclewealth.com/retirement-planning-quiz/
Do you know your risk profile? Learn more: https://www.pinnaclewealth.com/#survey-section
ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira/
Pinnacle Wealth is a Sioux Falls, SD based full-service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
Ryan Ovenden is a non-registered associate of Cetera Advisor Networks.
Jamie is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jamie is in no way related to Cetera Advisor Networks LLC or its registered representatives. Jamie is not registered with CWM, LLC as an investment advisor representative and does not provide product recommendations or investment advice.