SECURE 2.0 Act: Retirement Saving Changes

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Recorded02 Feb 2023

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481662

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In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They'll discuss required minimum distributions, Roths, saving for education expenses through 529 Plans, student loan payments and more.

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