06 April
Secure Act 2.0 - Retirement and Tax Strategies


A vast majority of Americans have little to no retirement savings and about 40% of those who do feel they have not saved enough.

Congress passed the SECURE Act in 2019 as a step towards improving retirement savings in the US. At the end of 2022, Congress passed SECURE Act 2.0, providing more tools for corporate retirement plans as well as individuals to further improve their ability to save for retirement.

Sierra Pacific Financial Advisors, LLC (SPFA) is holding a complimentary webinar to discuss the more important aspects of the SECURE Act 2.0. We will focus on retirement savings as well as tax implications and planning strategies for individuals.

Some of the topics we will cover include:
• Employer contributions and other changes to 401(k) plans
• RMD age change and tax implications
• Catch-Up provision changes
• 529 Plans and excess assets
• Roth accounts and SIMPLE/SEP IRAs

We invite you to join us on Thursday, April 6th at 12:00 pm Pacific to go over these and other topics relating to the SECURE Act 2.0.

Our Featured Speaker
Daniel T. Goodman CLU®, CFP®, MBA

Daniel graduated from San Jose State University with Honors in degrees of Economics and Business Finance. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods.

Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and a Wealth Manager at Sierra Pacific Financial Advisors, LLC. He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to help clients achieve their financial goals and dreams.

Daniel, his wife, and three daughters live in Livermore. They enjoy gardening and raising chickens. Daniel is also an avid homebrewer and was the owner of The Good Brewer a homebrew and winemaking store in Livermore, CA.

Date and Time

Thu, Apr 06, 2023

12:00p - 1:00p PST


Online via Zoom Webinar


Event Registration