New Year - New Retirement Rules

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff discuss the latest retirement rules and regulations, including the Secure 2.0 Act, and their implications for retirement savings. Brian emphasizes the importance of saving more and making retirement money tax-free, while Jeff highlights changes in beneficiary rules and contribution limits. They also explain how financial advisors can help clients navigate these new regulations and maximize their retirement savings. Later, they discuss changes to retirement savings and Required Minimum Distributions (RMDs), and the significance of having a financial coach to navigate retirement planning, including maximizing retirement savings and accessing funds in case of emergencies without penalties.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 51 minutes long.

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This episode was published on January 7, 2023.

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