Episode 60 - What do the SECURE Act’s Biggest Changes Mean for You? — With Sal Albanese

Life Unlimited with Larry Heller, CFP(R)

The newly passed SECURE Act introduces a host of changes that will impact the majority of pre-retirees. Do you know what this new bill means for your retirement plan?

In this episode, Larry Heller unpacks the SECURE Act with Sal Albanese, the founder of a full-service CPA firm called Salvatore Albanese & Company LLC. Together, they walk you through what options the act has given and taken away from employers and employees.

In this episode, you’ll learn:

• What changes have been made to safe harbor 401(k) plans
• How the SECURE Act incentivizes employers to set up new pension plans for employees
• Why the increased required minimum distribution (RMD) age presents more planning opportunities
• What changes apply to heirs of IRAs — and what the exceptions are
• Planning strategies to consider in response to the act’s most significant changes
• And more!

Tune in now to learn about the SECURE Act’s biggest changes for pre-retirees and how they might affect you!

Resources: Heller Wealth Management | Salvatore Albanese and Company LLC