Episode 90
Planning Opportunities from SECURE 2.0 Act ft Plancorp's Brian King (EP.90)
The Long Term Investor · Peter Lazaroff
March 8, 202333m 48s
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Show Notes
The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I'm joined by Plancorp's Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation.
Listen now and learn:
- The impact of SECURE 2.0 on people nearing or in retirement
- How new provisions make it easier for workers to balance current needs with future goals
- The biggest planning opportunities from SECURE 2.0 Act
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