The Impact of SECURE Act 2.0 and Tax-Efficient Investing Strategies
When helping your clients invest for their financial future, remember that it’s not just how much they make that matters—it’s how much they keep after taxes. That’s why making moves to reduce the impact taxes can have on client returns is so important. The good news? Advisors can take some control here. Watch this education session with Schwab Center for Financial Research expert Hayden Adams, CPA, CFP®, and learn how, with a bit of tax planning, you can help maximize the tax efficiency of your clients’ portfolios, as well as how SECURE Act 2.0 could impact planning.
The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. (0223-370H)
Meet the speakers
Director, Tax Planning & Wealth Management, Charles Schwab & Co., Inc.
Director of Channel Alliances at Nitrogen