Introduction

Eric Scini, Executive Director and Wealth Planning Strategist at UBS joins Dan Cassidy to talk about the Secure 2.0 act. There are a lot of changes in there that are impacting our clients ranging from required minimum distributions to new rules around certain charitable strategies. Ainsley Carbone works exclusively with our CEO team helping to educate our clients on all manner of planning issues. The provision I'm getting the most questions about is the increase in the age for the required minimum distribution.