Upcoming Legislation and How It Impacts Your Financial Plan

A change in administration in Washington has brought with it a shift in philosophy and economic policy, which could be felt all the way down to the everyday consumer.

From complex changes in high-level finance to details in retirement planning strategy, the near future could look very different for certain taxpayers. Watch our on-demand webinar on these possible changes with Carson’s Director of Retirement Research Jamie Hopkins. Jamie goes over:

  • The proposed increase in capital gains tax
  • Who could be affected by tax increases and how you can plan ahead
  • SECURE Act 2.0 and changing RMD landscape
  • Provisions to 403(b)s and other retirement accounts
  • And more!

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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