THE TRUTH ABOUT YOUR FUTURE with Ric Edelman cover image

3/31/23: It’s Time to Rewrite the Rules of Financial Success for Your Kids

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

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The Impact of Secure Act 2.0 on the Investment Advisor Community

Investment advisors are helping their clients and plan participants understand what secure act 2.0 did to change the investing environment for them. Define contribution plans can add an emergency savings account. There's automatic enrollment provisions in 401k and 403b plans which are mostly teacher plans. Employers will be able to match employee student loan payments that gives employees an incentive to save while they're paying off their loans.

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