SECURE Act 2.0

Sigma’s Director of Wealth Planning, Chris Frayne, CFA, CFP®, discusses several pertinent changes found in SECURE Act 2.0 as well as the planning implications for retirees and those approaching retirement.

All posted content is based on the laws, rules, and information available as of each webcast’s published date. Due to the changing nature of laws, rules, and information, the validity and accuracy of the information provided beyond the content’s published date is susceptible to change and may no longer be applicable.

Copyright © 2024 - Sigma Investment Counselors