Revolutionizing Retirement Planning with the Secure Act 2.0 (Ep. 14)

Revolutionizing Retirement Planning with the Secure Act 2.0 (Ep. 14)

Unleashing the Next Frontier in Retirement Planning: The Secure Act 2.0 takes center stage. 

Join Tom Selbo as he delves into the exciting changes brought forth by this game-changing piece of legislation. Discover how the Secure Act 2.0 is shaking up the retirement planning world, with a special focus on the two groups who will feel its impact the most: the pre-73 retirees and those with employer-sponsored retirement plans. Get ready to take your retirement planning to the next level!

In this episode:

  • Uncover the Secrets of a Smarter Retirement Plan
  • Explore the fascinating world of retirement planning and the impact of the Secure Act 2.0
  • Discover the game-changing effects of delaying required distributions on the phases of retirement
  • Uncover who benefits from delaying distributions and how
  • Learn about the automatic enrollment of employees in employer retirement plans and its benefits for job changers
  • Get a glimpse into the future of 401(k) plans with the addition of emergency savings accounts
  • And much, much more!

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The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.

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