Published Jan 11, 2023

The Massive Retirement Account Changes That Impact You! #617

Discover how the SECURE Act 2.0 reshapes your retirement and 529 plans, with Matt Altmix and Joel Larsgaard dissecting the new rules, incentives, and their impact on savings and investment strategies.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/How to Money

The Massive Retirement Account Changes That Impact You! #617

Topics covered

Popular Clips

Changing Financial Incentives

Roth 401K Insights

Emergency Fund Insights

529 Account Flexibility

Incentives and Investments

Automatic Retirement Enrollment

401K Student Loan Match

Retirement Account Changes

529 Plan Essentials

Giving Made Easy

529 Plan Insights

Government Savings Match

Retirement Account Changes

Retirement Account Changes

Episode Highlights

Retirement Planning

Incentives and Behavior

529 Plan Changes

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The Massive Retirement Account Changes That Impact You! #617

Topics covered

Popular Clips

Episode Highlights

Retirement PlanningMatt Altmix and Joel Larsgaard break down the SECURE Act 2.0, highlighting its impact on various retirement accounts and the new rules that savers need to know.

Retirement Planning

Incentives and BehaviorNext, Joel Larsgaard and Matt Altmix explore how new financial incentives, particularly those introduced by legislative changes, can significantly impact individual behavior and investment strategies.

Incentives and Behavior

529 Plan ChangesThe SECURE Act 2.0 has introduced significant changes to 529 plans, offering new opportunities for educational and retirement savings. These updates provide more flexibility and potential benefits for families planning their financial futures.

529 Plan Changes

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