Rose Retirement - Your Family, Your Finances Weekly Podcast

What's the SECURE Act 2.0 and how can it impact your retirement?

John Merkel

The U.S. Senate is now considering a big bill passed by the House designed to help Americans save more for retirement.  It’s commonly called “SECURE Act 2.0.”  Longtime wealth advisor James Bogart tells Yahoo Finance it’s a massive step in the right direction. John recaps the significant parts of this potential change and explains how those approaching or are already in retirement how they can prepare! 

Call John and begin your financial journey today! 

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