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Episode 22 - Secure 2.0 Act - Quickfire #2 (Retirees)
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation comes with some major changes in retirement planning. Hint: it’s a good thing!
Whether it’s changes in your employer’s sponsored retirement plan or how you should be saving for your children’s education, ‘Dollars & Sense’ co-hosts Coby Cress and Karen Reifel are here to help you understand the retirement plan changes headed your way.
In this episode, Coby and Karen break down key highlights of Secure 2.0 for retirees, including RMD changes, Qualified Charitable Donations, supercharged retirement savings, and college savings.
Link: The Secure 2.0 Act
Important Disclosure: The discussions, outlook, and viewpoints featured are not intended to be investment, planning, legal or tax advice and do not consider specific investment objectives or risk tolerance you may have. The opinions expressed in this podcast are subject to change at any time without notice. All investments involve risks, including the loss of principal. Consult your financial professional for guidance specific to your circumstances.
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By Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
5
1515 ratings
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation comes with some major changes in retirement planning. Hint: it’s a good thing!
Whether it’s changes in your employer’s sponsored retirement plan or how you should be saving for your children’s education, ‘Dollars & Sense’ co-hosts Coby Cress and Karen Reifel are here to help you understand the retirement plan changes headed your way.
In this episode, Coby and Karen break down key highlights of Secure 2.0 for retirees, including RMD changes, Qualified Charitable Donations, supercharged retirement savings, and college savings.
Link: The Secure 2.0 Act
Important Disclosure: The discussions, outlook, and viewpoints featured are not intended to be investment, planning, legal or tax advice and do not consider specific investment objectives or risk tolerance you may have. The opinions expressed in this podcast are subject to change at any time without notice. All investments involve risks, including the loss of principal. Consult your financial professional for guidance specific to your circumstances.
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