Have a question? Send us a message and someone will be in contact with you promptly.
We are honored to be recognized as a 2025 Forbes Best-In-State Wealth Management Team by Forbes/Shook.
This achievement is a reflection of the trust our clients place in us and the dedication of our team to helping them achieve their financial goals.
Thank you to our clients, colleagues, and families for your continued support
The SECURE 2.0 Act was enacted late in 2022 to supplement changes that were put in place by the SECURE Act of 2019 to enhance retirement savings opportunities. The Act contains many provisions that will have at least some impact on IRAs and most employer retirement plans, and some may need to take proactive steps in the future. Many of the provisions will need guidance issued by regulators to iron out the details. Notable provisions include:
Oppenheimer & Co. Inc.’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. Oppenheimer & Co. Inc. isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the Oppenheimer & Co. Inc. name.
This website uses cookies to ensure that we give you the best experience on our site. Click here to read our Cookies Policy.