Season 2 Episode 5: Retirement security and the SECURE 2.0 Act

Retirement security has long been a top concern for this country. This past December, Congress passed the SECURE 2.0 Act, which contains a number of ways for Americans to save more for their retirement. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean is joined by wealth planner Andy Smith and Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, to discuss retirement security opportunities and how they may help you save more for retirement, wait longer to take distributions, and even possibly utilize some tax-smart strategies.

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.

Neither Edelman Financial Engines nor its affiliates sell insurance products or offer tax or legal advice. Interested parties are strongly encouraged to include your qualified insurance, tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties.

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