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Secure Act 2.0: Your Financial Life Is About to Change- Episode 121

The SECURE 2.0 Act is now law. The legislation was signed by the president in late December of 2022, and it provides a whole slate of changes that are designed to help strengthen the retirement system—and Americans’ financial readiness for retirement.

The Act itself contains dozens of provisions, building on earlier legislation that, among other things, raised the Required Minimum Distribution (RMD) age and allowed workplace saving plans to offer annuities.

Which parts of the SECURE 2.0 Act may be most pertinent to you?  Podcast host Johnny Dean speaks with “Professor” Rick Plum, CFP® who read the entire law and culled down the important parts, presented here on this week’s episode of Managing Your Financial Future!

Important Information:

Annuities are long-term investment products designed for retirement purposes. Guarantees are based on the claims-paying ability of the issuer subject to their terms and conditions.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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