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Secure Act 2.0 and Other 2023 Retirement-Related Updates
DESCRIPTION
We’ve digested the recently-enacted SECURE Act 2.0 and are ready to share important retirement planning updates for 2023. Join us to learn more about:
- Delayed RMDs for those born in 1951 or later
- Expanded use of Roth dollars in employer-sponsored retirement plans
- Increased savings limits for tax-favored accounts

Join Dan Galli, CFP® and Karen Van Voorhis, CFP® for details and lots of tax-related considerations for these recent changes.

Jan 30, 2023 12:00 PM in Eastern Time (US and Canada)

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Speakers

Daniel J. Galli, CFP®
Founder @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Karen E. Van Voorhis, CFP®
Director of Financial Planning @Daniel J. Galli & Associates
Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.