With the SECURE 2.0 Act signed into law, there are many changes that can impact your retirement planning over the next few years. Mercer Advisors’ John Walker, Regional Vice President, and Mercer Advisors’ Dennis Jablonoski Certified Retirement Plan Specialist, discuss some of these revisions. There are new opportunities regarding required minimum distributions, workplace retirement plans, educational savings plans and more. If you’d like more in-depth information on SECURE 2.0 Act from Mercer Advisors please click here.
Listening Time: 27 minutes
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.