Why the SECURE 2.0 Act Matters More Than Ever

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Recorded03 Oct 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481614

Show notes

On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They'll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever.

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