Episode Description
In the first episode of this limited series, veteran financial experts Denise Appleby and Larry Pon discuss the background of the SECURE 2.0 Act of 2022, from its legislative beginnings to its place in the larger legal context of the Consolidated Appropriations Act of 2023. They also dig into distributions from 529 Qualified Tuition Accounts to Roth IRAs.
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SECURE 2.0 Roundtable with Denise Appleby and Larry Pon
Part 3
Apr 10, 2023In the third episode of this limited series, hosts Larry Pon and Denise Appleby dive into …
SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 3 Read More »
Play Now 00:24:44
SECURE 2.0 Roundtable with Denise Appleby and Larry Pon
Part 2
Apr 3, 2023In the second episode of this limited series, hosts Larry Pon and Denise Appleby discuss some …
SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 2 Read More »
Play Now 00:32:34
SECURE 2.0 Roundtable with Denise Appleby and Larry Pon
Part 1
Mar 27, 2023In the first episode of this limited series, veteran financial experts Denise Appleby and Larry Pon …
SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 1 Read More »
Play Now 00:15:18