22 Mar 2023The SECURE ACT 2.0: Three Good features

On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…

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22 Jan 2020The SECURE Act: Summary and Implications for Retirement Savers

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)

The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

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