SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?

<p>CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR’s Financial Planning webinar on the SECURE Act 2.0 and give updates on <em>Something More</em> as Chris takes back the host seat for the week.</p> <p>Chris and Jeff talk about 529s and Roth plans - some of their recent changes, tax implications, and strategies for use.</p> <p>CIO Brian Regan, CFA®, joins to discuss the economic future and answers a popular question - Will there be a recession? <span class="Apple-converted-space">The team brings up relevant economic factors to consider when answering this big question.</span></p>