SECURE ACT 2.0
The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect
Dan Michalk, CFA, CFP®, ChFC
March 3, 2023
The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect
Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year. Unfortunately
Hi! I’m Annie Hames, Financial Planner at Waterway Wealth Management. I’m here to talk about your Estate Planning documents. This
October. One of the best months in Texas, when thankfully, the summer officially ends, and fall is officially in. This
Other than looking a bit odd because the shapes are irregular and don’t fit together perfectly, the Waterway Wealth Management
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