113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes

from Retiring Today · host Merkle Retirement Planning

Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU -- SECURE Act 2.0 is changing the retirement landscape – again. This 300-page bill includes more than 90 retirement provisions. Many change the rules around Roth accounts. Here’s what you need to know! -- Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® Molly Nelson, Host of Retiring Today Richelle Smith, Producer of Retiring Today

Episode metadata supplied by the publisher feed · Published Jan 20, 2023

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113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes

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