Weekly Wednesday Wisdom Webinars January 4, 2023
Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.
Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.
In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
0:00 Introduction
3:01 What is new with Secure Act 2.0?
14:57 What should we be looking at for 2023 in terms of planning?
21:41 Change of rule by the Labor Department regarding retirement fund?
24:13 Question about Interest rate increases
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