A massive wealth transfer is underway with an estimated $70 trillion* being passed to heirs and charities. On February 22nd, I hosted a webinar exclusively for financial professionals, focused on legacy planning and the effects of the SECURE Act.  

Click here to access the replay. 

Given the large number and variety of questions we received from attendees, here are relevant articles for additional information:

The Stretch IRA is Not Dead - Yet

More RMD Changes to Come for 2022

Retirement Planning