2023 EP0129 | Ron Courser | Secure Act 2.0

Cornerstone Retirement Partners

English - January 28, 2023 14:00 - 22 minutes - 30.7 MB
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Next Episode: 2023 EP0204 | Ron Courser, CFP® | Discussing Common Financial Mistakes

The new Omnibus Spending Bill includes language that changes your retirement plan options, known as the SECURE Act 2.0. Ron Courser, CFP® highlights several of the big changes that you will need to know for effective planning and to make the most of your investment opportunities.