Keen on Retirement

Answering Listener Questions on the SECURE Act 2.0 and Maximizing Retirement Resources


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It's clear from our latest batch of listener questions that the Keen on Retirement audience has been paying attention to how recent legislation is affecting retirement planning. But today's episode should also clarify just how challenging it can be for folks to find the answers they need when so many details keep changing. My team at Keen Wealth doesn't just dig into the fine print: we understand how to apply these rules to individual financial scenarios and create appropriate outcomes for folks in retirement.

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Keen on RetirementBy Bill Keen, Matt Wilson, Steve Sanduski

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