CAP STRAT’s Wealth Team presents timely information on wealth accumulation, planning, and preservation. This month, the focus is on opportunities emerging from SECURE Act 2.0, how to think about Roth conversions, and the top missed tax opportunities.
Private WealthSECURE Act 2.0
Feb 2023 | Roth Conversions & Opportunity in SECURE Act 2.0
Neil Davies, CPWA®
Principal, Director of Private Wealth
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
Michael Babicz, CFP®
Private Wealth Associate
Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.
