The Wealth Movement Welcome to the Witty Wallet - "Rothification" and Secure Act 2.0: What You Need to Know
Witty Wallet Wednesdays! In this episode of the Witty Wallet, I will discuss "Rothification" and Secure Act 2.0 and how they will impact your retirement planning.
Hello, my name is Kristoffer Fu, and in this video, I'm going to talk about "Rothification" and the Secure Act 2.0. This new legislation has a lot of people up in arms because of the potential changes it could make to retirement planning. But what does it all mean? And how will it impact you? I will break it down so you can make the best decision for your future.
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The Witty Wallet: Making Sense of Finances and Financial Decisions in an Uncertain World. A weekly Wednesday podcast exploring the nuances of personal finance, economic news, and financial decisions that affect everyday people. Hosted by Financial Advisor Kristoffer Fu, Chief Executive Officer and a financial advisor at Maven Bridge Capital. With almost 20 years of experience helping clients achieve their financial goals, tune in each week as The Witty Wallet can help you make sense of the complex world of finances. Whether you’re a seasoned investor or want to stay informed on the latest economic news, this show is perfect for you. Hear fresh insights on retirement planning, debt management, real estate investing, and more! Get ready to get up close and personal with your wallet and learn how to better manage your money – with a witty twist every Wednesday!
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