Retirement
Secure Act 2.0: Retirement Plan Updates for CPA Firm Owners
Discover how SECURE 2.0 affects retirement plan for CPA firms and small businesses, plus action items to prepare each year.
Discover how SECURE 2.0 affects retirement plan for CPA firms and small businesses, plus action items to prepare each year.
Office: (941) 706-4151
650 Central Ave #1
Sarasota, FL 34236
8130 Lakewood Main Street, Ste 103
Lakewood Ranch, FL 34202
Hours
Mon-Fri: 8:30am - 5:30pm
Sat: 9am-12pm
Ken@WealthgenAdvisor.com
While the firm is registered in FL, TX and CO, WealthGen Advisors are able to offer advisory services in other states. The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
WealthGen Advisors does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investment Advisory Services offered through WealthGen Advisors a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
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