AS WE HEAD TOWARD THE END OF THE YEAR, now is the ideal time to review your financial strategies before certain deadlines. Here are the top areas we recommend you explore with your tax, legal and investment advisors. Although many deadlines are December 31, addressing them earlier could alleviate
any last-minute angst you may encounter. The SECURE Act 2.0 was passed in 2022 with a number of changes starting in 2024.
This icon represents areas that will be impacted by the SECURE Act 2.0 in 2024 or future years.Ferguson Wellman and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational and informational purposes only and not as a substitute for qualified counsel. You should consult qualified professionals to understand how this information may, or may not, apply specifically to you. Information provided by third parties is being shared by Ferguson Wellman and West Bearing Investments for educational purposes only. We believe the information provided is from reliable sources but should not be assumed accurate or complete.