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Product R + D

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts
    Product R + D

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    written by FIG Marketing

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022.

    Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes.

    Here’s a summary of 15 important SECURE 2.0 Act changes that you should know.

    Continue Reading
    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts was last modified: January 27th, 2023 by FIG Marketing
    January 25, 2023
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  • Business DevelopmentProduct R + D

    Quinci Powered by SIMON: Wealth Management Platform Overview

    by FIG Marketing October 19, 2022

    Get to know the Quinci™ powered by SIMON wealth management platform. Quinci is the wealth management industry’s first fully end-to-end digital sales platform that provides everything today’s financial professional needs to run…

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  • Business DevelopmentProduct R + D

    5 Reasons You Should Use Quinci Powered by SIMON [Wealth Management Platform]

    by Mark Stewart October 12, 2022

    Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, or perhaps a few problems. Some focus…

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