Ep 56 – The SECURE Act 2.0—What You Need to Know

Watch the Episode

Subscribe

AIA podcast YouTube banner button

AIA Apple Podcasts banner button

 

AIA podcast Spotify banner button

AIA Google Podcasts banner button

Listen to the Episode 

All Episodes 

The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny covers the SECURE ACT 2.0, which provides clear guidelines and tools for making informed decisions. The legislation also aims to benefit many more people in the retirement planning industry.

During this podcast, Alex goes into detail covering the SECURE Act 2.0. He explains the benefits of automatic enrollment retirement plans and touches on employer-sponsored 401(k)s, which have been updated to clarify two parts of contributions: elective deferral and non-elective match. Additionally, Alex highlights the importance of understanding the various hardships investors can face, as seen in the COVID-19 pandemic.

Learn more about the SECURE Act 2.0 and other important deadlines.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.