Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the new rules, such as RMD age changes, and provides insights on how they could affect your Financial Blueprint.   Jason Hatley, CFP®, CPA, PFS Senior Vice President Financial Planning Manager […]

The post Secure Act 2.0: What’s New for 2023 first appeared on Fi Plan Partners.