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 FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh
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
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh