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Navigating 2023: Investment strategies for an uncertain year and the SECURE Act 2.0 retirement changes
2023 brings new opportunities while we still face many challenges from 2022—from rising interest rates, divisive political leadership, and the war in Ukraine to the possibility of a recession. Yet, the employment picture is brighter, gasoline and oil prices are lower, and the inflation rate decreased.

Also, Congress passed the SECURE Act 2.0 as part of its omnibus budget on December 29, 2022. The SECURE Act 2.0 aims to increase retirement savings for Americans. The major provisions of this bill impact everyone’s retirement planning and include expanded savings opportunities, Required Minimum Distribution changes, expanded Roth opportunities, emergency funding, and retirement fund provisions.

With all the uncertainty, how should you and your family plan and invest for 2023 and beyond? Join us for our monthly online Financial Power Hour class to learn more about what you might expect from this year and how to plan for it.

Feb 1, 2023 12:00 PM in Eastern Time (US and Canada)

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