Sign up to save your podcasts
Or
Share The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
View all episodes
By Paragon Financial Partners
5
11 ratings
At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.