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

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