CRAIG DUMAS, chief operating officer and chief compliance officer for KLR Wealth Management LLC, spoke with PBN about the implications of new federal retirement legislation known as the SECURE Act 2.0. / COURTESY KLR WEALTH MANAGEMENT LLC
Craig Dumas is chief operating officer and chief compliance officer for KLR Wealth Management LLC, an affiliate of Kahn, Litwin, Renza & Co. Ltd. He has more than 20 years of industry experience, and is a certified financial planner and chartered financial consultant. Dumas spoke with PBN about the implications of new federal retirement legislation…