The Intangible Balance Sheet Podcast

Episode 46: Secure Act 2.0 Changes Summary


Listen Later

Welcome to the Wisdom and Wealth podcast. This week I break down some of the changes found inside the Secure Act 2.0. If you’d like more information, please email and ask for Jamie Hopkins whitepaper entitled: “The Complete Guide to the Secure 2.0 Act”. Thank you for listening! Please reach out with any comments or questions you may have. 

 

Josh Klooz, CFP®, MBA
Senior Wealth Planner

Phone 281.719.0036

Text 281.699.8691

Fax 281.719.0156

[email protected]

1780 Hughes Landing | Suite 570

The Woodlands, TX 77380 

Music by bensound.com


Music by bensound.com




...more
View all episodesView all episodes
Download on the App Store

The Intangible Balance Sheet PodcastBy Joshua Klooz

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like The Intangible Balance Sheet Podcast

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners