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Everything You Need to Know About Secure Act 2.0

February 21, 2023 – Hosted By: Adam Morse – 32 minutes

Today on Keep It Simple we’re getting into a new law, The Secure Act 2.0. This law is the government’s way to remove obstacles to retirements to make it easier for the average American to save money for retirement. The Asset Builder team is explaining some of the changes this law brings that normal individuals should be aware of. 25% of American adults don’t have savings, so if you fall under that statistic the Secure Act 2.0 helps you out by allowing you to catch up on your retirement contributions.

Arguably the most important change that comes from the Secure Act 2.0 are the rules surrounding Roth accounts. We’re talking about Roth accounts in detail and these accounts can be huge assets to individuals. QCCs are also changing a little bit and are a great tool to use. Arguably the biggest change Secure 2.0 is making is requiring businesses to defer 3% of their employee’s incomes into retirement accounts. This law will change things for you, whether in big or small ways, so it is important for you to go talk to your advisor to find out how it’ll impact you.

Listen in and don’t forget to check out our website linked below.

www.assetbuilder.com

Have an idea for an episode? Email us!

podcast@assetbuilder.com

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This article and or podcast contains the opinions of the author but not necessarily the opinions of AssetBuilder Inc. The opinion of the author is subject to change without notice. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This article is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service.

Performance data shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown.

AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.

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