The Independent Advisors

The Independent Advisors


The Independent Advisors Podcast Episode 184: The Secure Act 2.0

January 12, 2023

*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: matthew@jessupwealthmanagement.com


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