Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2025. He goes over the details of the new rules including the creation of a retirement savings lost and found database, new increased catch-up limits, and more.
Watch this episode and get up to speed on how these changes could affect you.
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.