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Highlights of Secure 2.0 Act

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Manage episode 352054594 series 3196957
Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlight some of the major provisions that investors should be aware of.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

  continue reading

130 episoade

Artwork
iconDistribuie
 
Manage episode 352054594 series 3196957
Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlight some of the major provisions that investors should be aware of.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

  continue reading

130 episoade

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