With the SECURE 2.0 Act becoming law on December 29, 2022, many financial professionals have been questioning its impact on retirement savings opportunities. In a recent FiduciaryNews.com story regarding the newly signed legislation, Coastal Bridge Advisors’ Director of Planning, Michael Kazakewich, CRPC®, CFP® weighs in. Read the full article here: https://lnkd.in/e7cUQUaY).

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Disclosure: All opinions expressed in this post are for general informational purposes and constitute the judgment of the author(s) as of the date of the report.

Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.