Through The Pines Ep. 37 - Secure Act 2.0: How New Retirement Rules May Impact You

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while mowing his lawn, this is Through the Pines… On this episode we’ll discuss

 

Secure Act 2.0 - How New Retirement Rules May Impact You

 

• Increase RMD age
• Catch-up Contributions
• 529 Changes
• Roth Contributions by Employers
• Auto Enrollment on New 401K Plans

 

We’ll answer these questions and more on this episode of Through the Pines…

 

Our Advisors for this episode is planwithbaxter.com

 

Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates

Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates

 

Financial Advisors: Baxter, Nelson & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2023