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SECURE Act 2.0: 5 Changes You Need to Know
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Sam Rodriguez CFP® & Conor Shepard are kicking off 2023 by talking about some important changes happening with the SECURE Act. They discuss:
- What the SECURE Act is and what has lead to these changes
- What changes are relevant to your situation
- How these changes may help/hinder retirement planning for some individuals
Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodriguez@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision
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