The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP скачать в хорошем качестве

The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. This is an important episode that discusses the new SECURE 2.0 Act of 2022. The SECURE 2.0 Act provides extraordinary incentives for small business owners to establish retirement plans for their employees. Kyle and Mike go into detail about the changes from the Secure Act of 2019 to the new 2022 Act. The pair then discusses topics including: RMD’s, Auto Enrollment, as well as Employer Match. This is a great episode for small business owners. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com Meet Mike Menninger, CFP the host of Financial Planning: Explained https://maaplanning.com/who-we-are/ou... #secureact #retirement #smallbusinessownersclub Key Moments: Secure Act 2.0 overview 1:04 Secure Act RMDs 3:52 Secure Act 2022 Automatic enrollment 6:41 Secure Act 2022 Catch-up contributions 8:32 Start-up business tax credits 11:54 Significant tax breaks for companies to start retirement plan 18:10 Social Security 18:34 How to benefit from 401k and retirement plans 20:48 Student loan payments 21:29 Roth IRA and employer match 24:39 Additional features - Certified Financial Planners 27:35