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Secure 2.0 aims to expand coverage and increase retirement savings for employees. Peter Stokes CFP®, AIF®, Pure Financial Planner, Los Angeles branch, covers the key retirement provisions and how they may effect you. FREE GUIDE | SECURE Act 2.0 Guide Transcript The Secure 2.0 act is now law. The legislation provides a slate of changes […]
Congress passed the largest retirement savings reform in more than a decade in December of 2019 when they passed the SECURE Act, the Setting Every Community Up For Retirement Enhancement Act. The Pension Protection Act in 2006 was the last major change. What do the SECURE Act changes mean for you, your ability to save […]
Once you reach the age of 72, by law you must begin taking required minimum distributions (RMDs) from your retirement accounts. Due to the number and complexity of the rules around your RMD, it’s easy to make a costly error. In this video, Kyle Stacey, CFP® explains 5 of the most expensive RMD mistakes and […]
How does the SECURE Act affect your retirement plans? Alan Clopine, CPA of Pure Financial Advisors explains some of the key changes to retirement savings effective January 1, 2020, including required minimum distributions (RMD), IRA contributions, annuities, and changes to the stretch IRA provision. Transcript: Hot off the press, the SECURE Act: Setting Every Community […]
There are plenty of rules around taking required minimum distributions from your retirement accounts beginning at age 70 1/2, but how do you actually take the money each year? In this video, Senior Financial Planner Matt Balderston, CFP® explains your options. Transcript: So a question I often face with my clients is how to take […]
