Each of us holds an opportunity to make an impact – during lifetime and thereafter. Planned giving allows us to build a legacy today, sometimes with no immediate financial impact, which grows into a lasting gift benefiting generations beyond our own. We are here to serve you with expertise and partnership as you explore the changes you wish to see in health care and medicine.
Secure Act 2.0: How New Legislation Impacts Your Giving and Retirement Planning
Secure Act 2.0 introduces several new provisions that could impact your retirement strategy. Here’s how it could impact your plans.