In this episode, Fred Saide discusses significant upcoming changes to retirement plans, particularly focusing on the implications of the Secure Act 2.0 and the central role of 401(k) plans. He highlights the challenges of an aging population and economic volatility, the importance of contribution limits, and the future of Roth accounts. The conversation also explores global perspectives on retirement systems and the benefits of QLACs as a financial strategy for retirement income.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

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