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On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distributions) to an increase coming to catch-up contributions, there are so many things to unpack in this 4100 page law.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com

– Johnathan Rankin CRPC® CEPA®, Founder & CEO
– Melissa Rankin – Wealth Management Advisor
– Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC….(read more)

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