Miller Wealth Group

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SECURE 2.0 Presentation Video

Washington Policy Update and Planning Considerations

Presented By: Putnam Investments & Miller Wealth Management

Today I was joined by Patrick Caine who is a Senior Wealth Management Specialist with Putnam Investments to discuss the current retirement landscape, actionable ideas and opportunities within family planning given the passage of the SECURE 2.0 ACT. Below is a Youtube link to the pre-recorded fireside chat we held on Thursday March 9th. As I mentioned in the video our discussion today focused on the areas of family planning. In our next discussion we will focus on considerations around small businesses planning.

SECURE 2.0 ACT: Washington Policy Update & Planning Considerations

Miller Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services are offered through International Assets Investment Management, LLC (“IAIM”) -SEC Registered Investment Advisor. IAA and IAIM are affiliated. Miller Wealth Management is unaffiliated with IAA and IAIM.

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