Spice up your retirement planning with the Secure Act 2.0’s hottest benefit strategies.

Retirement planning may not sound like the sexiest topic, but the Secure Act 2.0 is changing that. In this episode, Adam discusses several benefit strategies that employers, retirees, pre-retirees, and even younger employees can take advantage of, and they’re anything but boring.

Adam discusses: 

• The benefit strategies that retirees and pre-retirees can take advantage of
  
• How business owners can take advantage of the secure act 2.0
  
• What the benefits are for employees of all ages, not just pre-retirement employees
  
• The benefits of 529 plans
  
• And more
  

Resources:

• Investopedia: SECURE 2.0 Act of 2022
  

Connect with Adam Scott: 

• LinkedIn: Adam Scott
  
• LinkedIn: WellAcre Wealth
  
• WellAcreWealth.com
  
• Phone: 310-220-4946