EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23

January 12th, 2023

SECURE ACT 2.0 – PART 1: PRE-RETIREMENT PROVISIONS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS

with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA

and special guest
Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS
Financial Planner, BWFA

Subscribe: RSS