115 The Plains Road, P.O. Box 2264 Suite 100 Middleburg, VA 20118

Home
About
Services
LPL
Blog
Resource Center
Contact

Looking back at the SECURE Act and Looking forward at SECURE Act 2.0: How Do They Affect Your Retire

Looking back at the SECURE Act and Looking forward at SECURE Act 2.0: How Do They Affect Your Retire

Lucy Zimmerman, CFP ®

January 26, 2023

Contact

Office: (540) 687-7077

Fax: (540) 301-0031

115 The Plains Road, P.O. Box 2264

Suite 100

Middleburg, VA 20118

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wiseman & Associates Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Tom Wiseman, Registered Representative, is licensed in the following states: Life Insurance Products: NC, NY, PA, TN, VA, WV. Securities: AL, AZ, CA, CO, DE, DC, GA, IL, IN, MD, MA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WI, WV. LPL Financial does not offer tax or legal advice.