Insights | 10.28.22
Secure 2.0 Can Be a Conversation Starter for Advisors
Jackie Morales, chief operating officer at Security Benefit Corp., says Secure 2.0 can be used by advisors as a conversation starter, even before it passes, for clients who should be looking at their retirement options. One major change the act would make is it would increase the age at which required minimum distributions need to be taken from 401(k) plans. The final bill may also make employer contributions count toward student loan payments, which could also affect retirement planning.
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