The SECURE 2.0 Act Offers Many Planning Opportunities for Retirement Savers

Here’s your point-by-point list of the major changes affecting clients’ retirement plans
By
Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Julie Welch, CFP®, CPA/PFS, AEP

Journal of Financial Planning: March 2023

 

Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP (Distinguished) is the founder of Goals Gap Planning, LLC.

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Journal: March 2023

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