Money Guide With Mary Sterk

The SECURE Act 2.0 will affect most people at some point in their life. In this episode of "Money Guide with Mary Sterk," Mary explains the new law with some preliminary information to help you understand what you need to know at this time. Topics include: ROTH IRA Required Minimum Distribution Retirement Beneficiaries Taxes IRS Tax Penalty 401(k) Catch-up Contributions Rollover 529 Tax-Free Benefits Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact