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Wintrust Business Lunch 11/13/23: Market recovery, 401(k) benefits, SECURE Act 2.0

Wintrust Business Lunch

English - November 13, 2023 22:21 - ★★★★★ - 8 ratings
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Segment 1: Bill Robbins, CFP, Managing Director and Wealth Advisor in Mesirow Wealth Management, joins Jon Hansen to talk about how the market has been doing this week, the optimism that inflation could come down to the Fed’s target rate of 2%, the benefits of having a 401(k), and what you should know about SECURE […]

Segment 1: Bill Robbins, CFP, Managing Director and Wealth Advisor in Mesirow Wealth Management, joins Jon Hansen to talk about how the market has been doing this week, the optimism that inflation could come down to the Fed’s target rate of 2%, the benefits of having a 401(k), and what you should know about SECURE Act 2.0 legislation and the changes to RMD rules and the new 529-to-Roth rollovers.

Segment 2: Tim Crane, President/CEO, Wintrust and Kimberly Bares, President/CEO, The Magnificent Mile Association, join Jon Hansen to talk about the upcoming Wintrust Magnificent Lights Festival!

https://serve.castfire.com/audio/4456607/4456607_2023-11-13-221007.128.mp3


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