March, 2023 | John Moore Associates

Insights

Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.

Navigating the Complexities of the SECURE 2.0 Act

by Cole Leonida, Financial Planner | CFP® | CKA® | Mar 2, 2023 | Financial Planning

In 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act sought to close the retirement savings gap and help more people save. This year’s SECURE 2.0 Act builds upon that foundation with a robust package of new rules designed to provide more...

Social Media

Email Us

New Mexico

Phone: 505.881.5100
Toll Free: 888.815.5100
Fax: 505.881.5289

8220 San Pedro Dr. NE Suite 310
Albuquerque NM 87113

Arizona

Phone: 480.565.6100
Toll Free: 888.815.5100
Fax: 505.881.5289

14500 N Northsight Blvd Suite 302
Scottsdale AZ 85260