As a new year begins, Ainsely Carbone and Justin Waring join the podcast to outline what’s new in 2024 as it relates to Medicare and Social Security benefits. We also cover provisions taking effect as it relates to SECURE 2.0, as well as how one can manage taxes on retirement assets. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy