As you move into the new year, you’ll want to start the year off right. This means planning for taxes and savings. In this episode, you’ll learn how to optimize your Retirement savings by taking full advantage of the updates to your retirement plans provided by the Secure Act 2.0. Listen in to hear what you can be doing to maximize your savings.
You will want to hear this episode if you are interested in…
- The Secure Act changes taking place [1:22]
- Required minimum distributions [4:33]
- Catching up on catch-up contributions [7:32]
- Changes to 529 plans [10:01]
- Paying off student loans [11:46]
- Using hardship withdrawals [12:44]
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I specialize in advising self-employed professionals and solopreneurs because I’m as excited about my clients’ dreams as they are and always strive to provide realistic and unbiased advice, and straightforward answers.
Back in 2008, I founded Gabe Nelson Financial, Inc. to provide independent, objective financial planning advice to individuals, families, and businesses, specializing in comprehensive financial planning with a holistic financial approach.