Kelley breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0.  Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions.  She also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and considering an annuity.  Kelley then moves to what you will do with all that time in retirement.  Trips, part-time work, fitness, health, and finding your purpose are included in the conversation.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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