Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses:  A breakdown … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/03/22/highlighting-the-key-changes-in-secure-act-2-0-with-laurie-kaplan-ep-16/"> Read More Read More</a>

Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses: A breakdown … Read More Read More

Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses:&nbsp; A breakdown … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/03/22/highlighting-the-key-changes-in-secure-act-2-0-with-laurie-kaplan-ep-16/" rel="noopener noreferrer"> Read More Read More</a>

Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.  Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)

Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)