In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Denise Appleby to discuss how the Secure Act 2.0 can affect your retirement plan. Denise is the CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals.
She explains the good provisions of the Secure Act 2.0 that benefit domestically abused spouses, terminally ill patients, the 529 beneficiaries, and so much more. Listen in to learn why you should talk to a financial advisor to help you do IRA transfers instead of jumping into a rollover without any guidance.
In this episode, find out:
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Get in Touch with Denise:
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If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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