38 min listen
SECURE 2.0: What You Need To Know
ratings:
Length:
20 minutes
Released:
Feb 14, 2023
Format:
Podcast episode
Description
SECURE 2.0 has created opportunities for new and reinvigorated conversations about giving from traditional IRAs. In this episode, seasoned professionals, Craig Wruck and Dana Holt, join volunteer co-host, Marie Ruzek, to discuss what’s changed, what’s stayed the same, and actions you can take to tap into the momentum of the passage of this new law.
Released:
Feb 14, 2023
Format:
Podcast episode
Titles in the series (70)
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking by A Legacy of Generosity