5 Big Changes Coming to 401Ks in 2024

Описание к видео 5 Big Changes Coming to 401Ks in 2024

In 2024, your 401k is about to undergo some significant changes due to the Secure 2.0 Act.
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Whether you're a seasoned investor or just starting out, it's crucial to stay informed. In this video, Johnathan Rankin, founder of Theorem Wealth breaks down 5 major changes that could impact your retirement savings.

🔹 Highlights:
Changes to Mandatory Distributions.
Withdrawals for emergency expenses without extra tax.
Introduction of the Emergency Savings Account (ESA).
Support for victims of domestic abuse.
Employer "match" for student loan payments.

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Johnathan Rankin CRPC® CEPA®, Founder & CEO
Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. All discussions regarding investments are for illustrative purposes only. Nothing on this channel should be considered as personalized advice or a solicitation to buy or sell any securities.

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