The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the show to continue their discussion about the Secure Act 2.0. Laurie goes over what has been finalized in the act for … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2024/01/10/key-changes-in-the-secure-act-2-0-with-laurie-kaplan-ep-35/"> Read More Read More</a>

The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the show to continue their discussion about the Secure Act 2.0. Laurie goes over what has been finalized in the act for … Read More Read More

The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the show to continue their discussion about the Secure Act 2.0. Laurie goes over what has been finalized in the act for … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2024/01/10/key-changes-in-the-secure-act-2-0-with-laurie-kaplan-ep-35/" rel="noopener noreferrer"> Read More Read More</a>

Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)

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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Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)

Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)