<p>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.</p>

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.

2023 EP0129 | Ron Courser | Secure Act 2.0

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

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2023 EP0129 | Ron Courser | Secure Act 2.0

2023 EP0129 | Ron Courser | Secure Act 2.0