July logo

Menu

a

For Advisors

For Employers

M

For Employees

Your JULY Team

Insights

Login

Careers

TPAs

Start Your Plan
Contact
July Logo White

JULY | PIMCO | Financial Planning after the SECURE Act 2.0

July 25, 2025

The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.

Topics covered include:

  •  Roth conversion strategies and beneficiary planning opportunities
  • Tactics to help minimize taxes on inherited retirement assets
  • Watch the replay to better understand how these changes can impact financial planning for individuals and heirs.

Watch the Webinar

Explore More Webinars

Related Posts

Categories

Advisor Webinars

You May Also Like…

JULY | Franklin Templeton | Psychology of Referrals

JULY | Franklin Templeton | Psychology of Referrals

,

August 29, 2025

Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates.

Panel Discussion on Enhancing Participant Engagement

Panel Discussion on Enhancing Participant Engagement

,

June 27, 2025

Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.

Best Practices for Pricing Retirement Plan Services

Best Practices for Pricing Retirement Plan Services

,

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.