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Why the SECURE 2.0 Act Matters More Than Ever
Manage episode 443338800 series 2284404
On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever.
149 ตอน
Why the SECURE 2.0 Act Matters More Than Ever
Your Life Simplified: A Financial & Wealth Management Podcast
Manage episode 443338800 series 2284404
On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever.
149 ตอน
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