Pam Krueger: Hi everybody, I’m Pam Krueger. I’m the founder of Wealthramp, and I’m joined today by Matt Roberts who’s […]
The Secure Act 2.0 impacts saving and investing for just about everyone, and especially those about to retire. Are you ready to take full advantage of all the new retirement laws?
Many people are relying on their financial advisor to understand and take advantage of all the new rules. Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to give viewers a sneak peek into Secure Act 2.0, and explain why it pays to work with a fee-only fiduciary advisor now more than ever.
If you’re thinking about working with a financial advisor, Wealthramp is here to help you find a truly qualified advisor with deep expertise in comprehensive Retirement Planning.