SECURE Act 2.0 Webinar
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
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