Ed previews what could come with Secure Act 2.0 as it works its way through Congress.  Proposals discussed include raising the RMD age, expanding auto-enrollment in retirement plans, higher catch-up limits for certain ages, student loan payments, and employer matching.  He then moves into a discussion of proper forward looking tax strategies for retirement and shifting from saving to spending when entering retirement.

You can reach Ed Storer and the team by calling 800-563-7030.

The Wealth Training Academy

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