As we move beyond the mid-point of the year, we always take this time to have a check-up with clients to run through a number of items that might need attention before the end of the year. Today we’ll share a few of those things, including budgeting, Roth contributions, and SECURE Act 2.0 changes.
Then we’ll spend some time running through a few different scenarios we’ve helped clients out in recent weeks.
On today’s show, here’s some of what you’ll learn:
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