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What Is the SECURE Act 2.0?

Presented by Les Szarka, CFP®, ChFC® & CEO, Szarka Financial

Learn about the changes in tax law enacted in 2022 that benefit saving for retirement. Sponsored by AAII Cleveland Chapter.

Join Les Szarka, CFP®, ChFC® and Chief Executive Officer of Szarka Financial, for an easy-to-understand breakdown of the SECURE Act 2.0, a major law passed in 2022 that greatly improves how Americans can save for retirement.

This seminar is ideal for anyone looking to build or boost their retirement savings. We’ll explain in simple terms the big changes like automatic signup for 401(k) plans, the new way employers can help by matching student loan payments as retirement savings, and more choices for your retirement funds, including Roth options. We're also going to talk about new emergency savings accounts, more reasons you can take money out without penalty, better ways to give to charity from your IRA, and how you can move money from a 529 college savings plan to a Roth IRA.

No matter if you're just starting to save for retirement or trying to improve what you've already got, this seminar will help you understand and use all the benefits the SECURE Act 2.0 offers.

You will learn... 

1. How the new automatic enrollment in employer 401(k) plans works, and what it means for your retirement savings.
2. The innovative ways your student loan payments can now contribute towards your retirement, including employer matching directly to your retirement account.
3. Strategies for using the SECURE Act 2.0's provisions to boost your retirement savings, such as converting 529 plan savings into a Roth IRA, and understanding the new options for emergency savings and hardship withdrawals.

All rights reserved. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC, to the residents of: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MD, MA, MI, MN, MT, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA.

Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Cambridge does not offer tax advice.

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