Summary:

The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.

In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.

Dr. Jeff Allen discusses:

●      Potentially significant changes with charitable distributions

●      The larger catch up for retirement contributions

●      Student loan payment matches beginning in 2024

●      And more

Connect With David Vallieres:

●     David Vallieres

●     Synergy Capital Solutions

●      Email at: [email protected]

Connect With Dr. Jeff Allen:

●      LinkedIn: Jeff Allen

About Our Guest:

Dr. Jeff Allen is a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. He focuses on helping clients create financial freedom by creating a spending and investment plan to reach retirement goals. Additionally, he helps clients with college planning, investment management, insurance needs analysis and retirement planning.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.