Taxes in Retirement-Secure Act 2.0

Ben breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  He also provides and update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. 

You can reach Ben Heizer by calling 800-491-9401.

Heizer Financial Group

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