In late 2022, Congress passed the much-anticipated SECURE Act 2.0. In this edition of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
As Chief Planning Officer, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.
