The Independent Advisors Podcast Episode 184: The Secure Act 2.0
January 12, 20231h 2m
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Show Notes
*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction.
Matthew C. Jessup
Chief Executive Officer
Chief Compliance Officer
Managing Partner
Address: 35 Park Ave Dayton, OH 45419
Phone: 937-938-9105
Cell: 937-654-7756
Fax: 937-938-9170
Email: [email protected]