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The Probity Advisors 2023 Annual Planning Guide was written to address a range of financial planning and estate planning considerations that clients may wish to discuss with their loved ones and with a financial advisor and/or an attorney or accountant.
Below are some of the topics addressed in this year’s guide:
- The Secure Act 2.0 and the changes affecting retirement plans due to legislation that went into effect on January 1, 2023
- Retirement Planning and guidance for making the most out of 401(k)s, IRAs, and other investment vehicles
- Estate Planning Tools and the benefits of various types of individual, family, and business structures to help meet planning and wealth transfer goals
- Your Financial Wellness Checklist to help you stay on track with important aspects of your financial life
The guide is not intended to be a substitute for a financial advisor or for regular, in-person meetings and communication with your advisor. If you do not have a financial advisor and would like to meet with one for a no-obligation initial consultation, please call us at 214-891-8131.