Secure Act 2.0: Changes to 401ks
Jake Of All Trades
English - February 16, 2023 20:07 - 25 minutes - 17.9 MB - ★★★★★ - 18 ratingsInvesting Business Education 401k 529plans entrepreneurs financialplan money mutualfunds studentloans taxplanning annuities assets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Some of the early implementations of this massive new bill, Secure Act 2.0, are already taking affect. On this episode Jake and Kirk discuss the changes to your 401k. This will be a good overview to help you strategize with your financial planner regarding your retirement plan.
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!
Follow Jake on Twitter and Facebook @jakestwocents
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346
Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!
Follow Jake on Facebook @jakestwocents
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346