Solution Series: Tax Planning for 2023 and Beyond

January 18, 2023

Presented by Will Brennan, CFP, CFAwww.allseasonfunds.com

In this episode of our Solution Series, Will Brennan focuses on

- A review of the recently passed SECURE ACT 2.0
- Key Financial Planning figures
- Uncovering Planning Opportunities for 2023 and Beyond

https://www.youtube.com/watch?v=qL0lotteyKk

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