Sign up to save your podcasts
Or
Share SECURE 2.0 Act: Retirement Saving Changes
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
SECURE 2.0 Act: Retirement Saving Changes
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss required minimum distributions, Roths, saving for education expenses through 529 Plans, student loan payments and more.
View all episodes
By Mariner
5
5757 ratings
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss required minimum distributions, Roths, saving for education expenses through 529 Plans, student loan payments and more.
More shows like Your Life Simplified: A Financial & Wealth Management Podcast
View all
Money Guy Show
3,170 Listeners
Marketplace
8,671 Listeners
Motley Fool Money
3,195 Listeners
Your Money, Your Wealth
778 Listeners
Jill on Money with Jill Schlesinger
1,920 Listeners
Masters in Business
2,174 Listeners
Allworth Financial‘s Money Matters
835 Listeners
Animal Spirits Podcast
1,998 Listeners
Schwab Market Update Audio
320 Listeners
The Compound and Friends
2,052 Listeners
The Long View
885 Listeners
WashingtonWise
440 Listeners
The Prof G Pod with Scott Galloway
5,414 Listeners
Barron's Streetwise
1,546 Listeners
Ask The Compound
307 Listeners