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

What this episode covers

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

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

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This episode was published on January 20, 2023.

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