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What is Secure 2.0? (Episode 31)
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In Episode 31 of 'It's About Your Paycheck,' we dive into the Secure 2.0 Act, exploring its key amendments designed to better 401k plans for employees. Join us as we break down the act's new provisions including changes to RMDs, catch-up contributions, Roth options, automatic enrollment, emergency savings accounts, and more. Our hosts also discuss pressing retirement concerns highlighted by a recent AARP survey, and whether government or companies should force Americans to save for retirement. Don't miss out on this informative session about securing your financial future!
00:00 Introduction and Episode Overview
00:59 Hosts Catching Up
02:47 Retirement Savings Statistics
08:01 Remote Work Debate
15:17 Sponsor Message and TimeTrakGO
17:42 Introduction to Secure 2.0 Act
19:47 Understanding Retirement Savings Delays
21:21 Catch-Up Contributions Explained
22:30 Roth Options and Employer Matching
26:05 Qualified Charitable Distributions
26:42 Annuities and Longevity Premiums
27:16 Automatic Enrollment and Portability
29:50 Emergency Savings and Student Loan Assistance
30:40 529 Plan Rollovers and Final Thoughts
Links for Articles and Sponsor
* https://press.aarp.org/2024-4-24-New-AARP-Survey-1-in-5-Americans-Ages-50-Have-No-Retirement-Savings#:~:text=“Every%20adult%20in%20America%20deserves,Senior%20Vice%20President%20of%20Research.
* https://www.timetrakgo.com/signmeup?utm_source=SMB24&utm_medium=IAP&utm_id=SBM24
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