SECURE Act 2.0

Have you heard about the Secure Act 2.0? It is an important piece of legislation that passed recently, bringing significant changes to retirement planning. Today, we’ll discuss some key provisions that can benefit you as our valued clients!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities offered through LPL Financial. Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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