Have you heard of the Secure Act 2.0?

In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those who are retired.

Jeremy discusses:

• What the benefits are of the Secure Act 2.0 for retirees

• The increased maximum for 401(k) catch-up contributions

• What changes have been made to converting finances in 529 plans to the beneficiary's Roth IRA

• The different benefits between itemized deductions and a qualified charitable distribution (QCD)

• And more

Resources:

• Ferris Bueller's Day Off "Anyone, anyone" Clip

Connect With Riverbend Wealth Management:

• Riverbend Wealth Management

• 15 Minute Phone Appointment

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• Facebook: Jeremy Finger Riverbend Wealth Management

• Twitter: Jeremy Finger

Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.

The firm has not compensated the guest on the podcast.

Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.