Will This New Law Change Your Retirement? - Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here
Make Retirement Planning Easier Subscribe Now: https://www.youtube.com/channel/UC-bxnKSwTtPnTX1EizaqnAg?sub_confirmation=1
Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-toolkit-download
On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distributions) to an increase coming to catch-up contributions, there are so many things to unpack in this 4100 page law.
If you have questions or comments for the show email us [email protected] or head to www.Retireonceshow.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast
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.