INNOVATION·IN·DENTISTRY

The Millionaire Dentist™

New Government Regulations Will Impact 401Ks and Employees

6 November 2024 · 18:39 · Episode 221

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What it is about

In this episode, Casey and Jarrod are joined by Will Chrisman, AWMA™ to break down the key changes from the Secure Act 2.0 that you need to know, including higher contribution limits for 401(k)s, new student loan matching options, automatic enrollment in retirement plans, and later RMDs. Plus, we'll discuss the new 529 to Roth IRA rollover, and how to work with financial advisors to maximize your retirement savings.…

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