Planning Opportunities from SECURE 2.0 Act ft Plancorp's Brian King (EP.90)
About this episode
The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I'm joined by Plancorp's Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation.
Listen now and learn:
- The impact of SECURE 2.0 on people nearing or in retirement
- How new provisions make it easier for workers to balance current needs with future goals
- The biggest planning opportunities from SECURE 2.0 Act
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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