Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.
On this podcast, I cover everything from investing, to retirement spending, to taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily doses of retirement planning wisdom, stick around this week as I talk about the SECURE 2.0 Act & The BIG Changes You Need To Know.
The original version of the SECURE Act passed and was signed into law in late 2019. With the original SECURE Act, there were several major changes that impact retirement plans…the biggest one being
In 2022, Congress passed an expansion of the original SECURE Act, with more far-reaching implications for nearly all retirement investors. The good news is that these implications are largely positive changes, so this week, I’ll break down some of the key provisions of the new SECURE 2.0 Act to help you better understand what it will mean for you and your retirement.
That’s it for today. Thanks for listening! Come on back tomorrow…where I’ll talk about the change that impacts every single one of you if you have an IRA or a retirement savings account through work, and that is the increase in the required minimum distribution age.
My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance