EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23

January 16th, 2023

SECURE ACT 2.0 – PART 2: RETIREE 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

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