Looking for more ways to save for retirement?

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We are always excited to unpack new legislation that may help you build your nest egg. The SECURE Act 2.0, which is working its way through Congress now, will begin winding its way through the media in the next few weeks, so we wanted to help distill it.

Now, these are still proposals and things may change, but we wanted you to be aware of what’s being reviewed. If you have any questions about this legislation, let’s set up some time to talk so we can strive to put you at ease.

BROUGHT TO YOU BY:

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Galina Berkovich, CPA
Partner/ Woodland Hills, Beverly Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585
galina@dkllpcpa.com

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Suzie Korth, EA
Partner, University Heights
DK Wealth Management LLC
4304 Park Blvd.
San Diego, CA 92103

Tel 619-295-2637
suzie@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

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