Скачать или смотреть SECURE Act 2.0: Here’s What You Need to Know with Matthew Peck

A new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a lame duck Congress passed a law that made sweeping changes to financial and retirement planning. Whether you’re recently retired, saving for retirement or even just saving for college, these changes to the SECURE Act are worth noting.

With that in mind, today’s episode is all about the most important changes made by the new SECURE Act–and, most importantly, how they may actually benefit you.

You’ll learn how to take advantage of tax-deferred growth and catch-up contributions, a number of new financial tools available to employers and employees alike, and how the Labor Department is making it easier than ever to find lost 401(k)s from jobs you might’ve had 30 years ago.

#SECUREact #SHPfinancial #financialplanning

Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!

https://SHPFinancial.com/podcast

==========================
Connect With Us on Social
==========================

Facebook:   / shpfinancial  
LinkedIn:   / shp-financial  

No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You
should consult your own legal or tax professional on any such matters. Information presented is for educational
purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities,
investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our
Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment
advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients
advice and/or products from each entity. No client is under any obligation to purchase any insurance product.