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Secure 2.0 Updates for 2024
Manage episode 415701436 series 2876266
Konten disediakan oleh Paul L. Moffat. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Paul L. Moffat atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
There are some new changes to retirement plans through the Secure Act 2.0, and in this episode, Paul Moffat and Zach Taylor discuss them. The Secure Act 2.0 was a 1300 page legislation with various changes, some of which are discussed in this episode today.
The Secure Act 2.0 is revolutionizing retirement planning, but can be complex, so it is advised to reach out to Arista Wealth Management, or other experts.
In this episode:
- The key provisions of Secure Act 2.0
- How the Secure Act 2.0 will impact retirement plans
- What to expect from this change.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
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