Dolan Capital Advisors, LLC

Insights

Secure Act 2.0 Part 4

529-to-Roth IRA Transfers under the new Secure Act 2.0

Secure Act 2.0 Part 3

Catch-Up Contributions under the new Secure Act 2.0

Secure Act 2.0 Part 2

Changes to Roth Accounts under the new Secure Act 2.0

Secure Act 2.0 Part 1

Understanding the changes to the retirement landscape with the new Secure 2.0 Act

Market Review - 2022 Annual Review

Market Review - 4th Quarter 2022