Episode 238 Just wait till version 13 is released.
Manage episode 384139735 series 3116400
As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights
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