Outlook & Opportunities: Secure Act 2.0

from Dan R. Morris

- How do the changes to retirement accounts affect your estate plan?
- How to minimize taxes in your IRA's to your heirs.
- What is the Secure Act 2.0?
- How do Trusts and Retirement Accounts Interact?
- Post-pandemic economic trends
- Inflation, inflation, inflation
- A look under the hood of the equity markets
- Outlook for bonds and interest rate (from )

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