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Secure Act 2.0 Part Two

Secure Act 2.0 Part Two

FromJill on Money with Jill Schlesinger


Secure Act 2.0 Part Two

FromJill on Money with Jill Schlesinger

ratings:
Length:
13 minutes
Released:
Jan 22, 2023
Format:
Podcast episode

Description

The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.
It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.
To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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Released:
Jan 22, 2023
Format:
Podcast episode

Titles in the series (100)

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.