Journal of Financial Planning: March 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2023 March 2023 More from this issue Wealth of Knowledge: Building A Legacy with 529 Plans By David Y. Oh, J.D., L.L.M. March 2023 Education Funding Before and During Retirement By Alexandra Armstrong, CFP®, CRPC March 2023 The SECURE 2.0 Act Offers Many Planning Opportunities for Retirement Savers By Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Julie Welch, CFP®, CPA/PFS, AEP March 2023 Related Events 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
The SECURE 2.0 Act Offers Many Planning Opportunities for Retirement Savers By Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Julie Welch, CFP®, CPA/PFS, AEP March 2023