Secure Act 2.0 Changes

Secure Act 2.0 Changes

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the changes brought about by Secure Act 2.0.

How are retirement plans left to my heirs?

In this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner reviews retirement plans and how those plans are left to beneficiaries when the owner passes.

What is a RMD and what are the changes happening with Secure Act 2.0

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains in detail what an RMD is and goes over changes age changes based on Secure Act 2.0.

Procrastination: Don't do it!

On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about why you should plan ahead and NOT procrastinate when it comes to making good financial decisions, especially when starting the new year. It's time to review your progress and set new goals. To view the year-end planning check-list that Luke talks about click this link: https://s3.amazonaws.com/static.contentres.com/media/documents/dd3516a8-bd53-47e3-83a1-cfd66faba999.pdf [https://s3.amazonaws.com/static.contentres.com/media/documents/dd3516a8-bd53-47e3-83a1-cfd66faba999.pdf] Approval # CRN202512-3500185

Roth IRA Savings for Your Kids: Efficiently and Early

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner shares about why and how you can save for your kids through a Roth IRA. Approval #CRN202512-3500371.