SECURE Act 2.0 Webinar

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Rise Advisors

SECURE Act 2.0 Webinar

 Hosted by Zachary Harrington and Stephanie Kelm



Transcript


Sources: 

 U.S. Congress, House, Setting Every Community Up for Retirement Enhancement (SECURE Act 2.0) Act of 2022.  117th Cong., introduced in Senate December 2022, www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf 

 Levine, Jeffrey (2022) Fully Vested Advice, Inc presentation. KITCES.com


Advisory services offered through Rise Advisors, LLC (“Rise”), a Registered Investment Adviser. This report is being generated as a courtesy and is for informational purposes only. This is meant for educational purposes and not intended to be financial advice.