Secure Act 2.0 Summary (7 WAYS IT CAN IMPACT YOUR RETIREMENT)

Описание: SECURE ACT 2.0 SUMMARY (7 WAYS IT CAN IMPACT YOUR RETIREMENT) | The House recently passed the Secure Act 2.0 legislation that may bring several benefits to us saving for retirement. In this video, I’ll share the 7 main provisions of the bill, which could become law if passed by the Senate. I’ll also share how each provision can impact your retirement.

#secureact20summary #secureact20details #secureact20 #secureactexplained #secureact #secureact20explained

If you're interested in having a comprehensive financial plan prepared for you, including recommendations on saving for your retirement, schedule a free discovery call today at: https://districtcapitalmanagement.com...

Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com!

Skip Ahead Here!
0:00 - Secure Act 2.0 Summary (7 WAYS IT CAN IMPACT YOUR RETIREMENT)
0:33 - 401(k) for student loan matching
1:15 - More tax-free growth
2:42 - Even more tax-free growth
4:11 - Auto 401(k) enrollment and increase
5:41 - Bigger catch-up contributions
6:44 - RMD increase
7:45 - Finding lost 401(k)s
8:34 - My thoughts on Secure Act 2.0

**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z

Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ

A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS

● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●

● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook:   / districtcapital  
LinkedIn:   / alvin-carlos-cfa-cfp%c2%ae-5101903  

● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.

● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)