Broker Check
12 March
The New Retirement Rules: The SECURE Act and What You Need to Know

Description

Join Mission Financial Planners for an in-depth webinar on The SECURE Act 2.0 and Its Impact on Your Retirement, where we’ll break down the most important changes and how they can influence your financial future.

Key Topics Covered:

New RMD Age Rules – Learn how Required Minimum Distributions (RMDs) have changed, giving you more time to save before mandatory withdrawals.
Enhanced Retirement Savings Opportunities – Discover increased catch-up contributions for individuals 60-63, inflation-adjusted contributions, and Roth options for SEP & SIMPLE IRAs.
Spousal & Beneficiary Updates – Understand how new rules benefit surviving spouses and the impact on inherited IRAs.
401(k) & Workplace Retirement Plan Changes – Get insights on mandatory auto-enrollment, annuities in 401(k) plans, and employer contributions toward student loans.
Tax Planning & Estate Strategies – Learn how to maximize tax efficiency with Roth conversions, qualified charitable distributions, and estate planning adjustments.

Why Attend?

The SECURE Act 2.0 introduces nearly 100 changes to retirement planning—this session will help you navigate these updates and take advantage of new opportunities. Whether you're nearing retirement or still in your prime earning years, this webinar will provide valuable insights to optimize your financial future.

📅 Reserve Your Spot Today!

Register now at Mission Financial Planners’ website or contact us at admin@mfplanners.com / 888-339-0093 for more details.

We look forward to helping you plan a stronger, more secure retirement!

Date and Time

Wed, Mar 12, 2025

12:00p - 1:00p CST

Location

Zoom: https://zoom.us/j/92857440752

PT1H

Event Registration

Will you be able to attend this event?