114. SECURE Act 2.0 Part Three: Catch-Up Contributions and Annuities

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 including the rules around catch-up contributions and annuities. Here’s what you need to know in part three on SECURE Act 2.0. -- Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA® 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 including the rules around catch-up contributions and annuities. Here’s what you need to know in part three on SECURE Act 2.0. -- Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA® Molly Nelson, Host of Retiring Today Richelle Smith, Producer of Retiring Today

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114. SECURE Act 2.0 Part Three: Catch-Up Contributions and Annuities

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This episode was published on January 27, 2023.

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