The Independent Advisors Podcast Episode 184: The Secure Act 2.0

from The Independent Advisors · host Mark McEvily

*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction.Matthew C. JessupChief Executive Officer Chief Compliance OfficerManaging Partner Address: 35 Park Ave Dayton, OH 45419Phone: 937-938-9105Cell: 937-654-7756Fax: 937-938-9170Email: [email protected]

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This episode is 1 hour and 2 minutes long.

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This episode was published on January 12, 2023.

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