This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances.
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for you.
This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.