SECURE Act 2.0: 5 Changes You Need to Know

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

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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.

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