We’re more than halfway through 2023 and we’ve already seen the impact SECURE Act 2.0 has on retirement planning. These first six months have given the financial industry time to identify some of the potential pitfalls that the legislation creates for retirees. In...
The start of 2023 brought us another round of retirement changes with SECURE Act 2.0 officially taking effect and there are a number of important provisions that retirees need to be aware of. In this episode, Laura Stover, RFC® and Michael Wallin, CFP® will take you...
