Wealth | Feb 2023 – Vimeo thumbnail

Private WealthSECURE Act 2.0

Feb 2023 | Roth Conversions & Opportunity in SECURE Act 2.0

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.

Neil Davies

Neil Davies, CPWA®

Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Michael Babicz

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.