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 | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

,

June 19, 2026

Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.

Washington Update with Brad Campbell

Washington Update with Brad Campbell

,

May 5, 2026

Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.