The SECURE act was a big focus for RIAs in Q1, and we worked with a number of firms to share blog articles, social posts, and podcasts on this landmark piece of legislation.
When it comes to messaging around complex topics, it’s important to break down the news into short, impactful takeaways. We thought this article from Forbes did a good job of doing just that by sharing the “6 ways” that investors may be impacted by the legislation.