SECURE Act 2.0 Webinar
Hosted by Zachary Harrington and Stephanie Kelm
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.