Focus Connects Quarterly Webinar: April 2024

Our Quarterly Connects Webinar features Focus thought leaders’ perspectives on U.S. and global market performance, tax planning considerations and other developments on the horizon that may have an impact on your financial plan. During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed market performance, interest rates, the path of inflation, the 2024 presidential election and where we are focused for the rest of the year. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA shared new planning opportunities for the year and important changes in legislation, including the latest IRS guidance on required minimum distributions for individuals who have inherited IRAs subject to the 10-year rule.