Explore tweets tagged as #SecureAct2
@etnasoft
ETNA
22 days
🚨 Most 401(k) platforms were patched for SECURE Act 2.0 - ETNA was built for it. Native compliance and end-to-end automation replace spreadsheets and manual workflows, cutting admin load and compliance risk fast: https://t.co/AFP0gUyn0F #401k #SECUREAct2 #Fintech #Automation
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@LarryDevine
Larry Devine RCE
3 years
SECURE Act 2.0: What it Means for Americans’ Retirement Saving https://t.co/5bUc4uQ876 #SECUREAct2.0 #AmericansRetirementSaving
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@TheIRAFinancial
IRA Financial
3 years
Join us LIVE tomorrow at 12PM EST, as Adam Bergman discusses important provisions in #SECUREAct2 that could impact #Solo401k savers. https://t.co/2wMln5uaeH
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@RunnymedeCap
Andrew Wang | Financial Advisor
3 years
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@TwightFinancial
Dana Twight
3 years
@shlomobenartzi
Shlomo Benartzi
3 years
How did Save More Tomorrow become the most successful nudge ever? In Episode 2 of my new video series on SECURE 2.0, I offer a short history. It took Thaler and I three years to convince the first plan sponsor, but nearly thirty years later we’ve now helped 25 million Americans…
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@TheIRAFinancial
IRA Financial
3 years
REMINDER: Join us on #YouTubeLive, today, at 12PM EST as Adam Bergman discuses #Solo401k provisions in the recently announced #SECUREAct2. https://t.co/2wMln5uI4f
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@meritfinadvisor
Merit Financial Advisors
2 years
SECURE ACT 2.0 - Mastering Your Financial Future 💡 Please join our Rocky Hill, CT team tomorrow, December 5th, at 6:30PT for an informative presentation by Merit Financial Advisors' Wealth Manager and Partner Daryl LePage. #SecureAct2.0 #RockyHillCT #RockyHillEvents #SecureAct
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@ApplebyIRA
Denise (The IRA Whisperer) Appleby
3 years
The #StretchIRA lives for some #FPA #FPARetreat @fpassociation - #SECUREAct #SECUREAct2. Thanks to The Partners Group LLC for taking the photo
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@TheIRAFinancial
IRA Financial
3 years
There are many provisions in #SECUREAct2 that affect the #selfemployed and #smallbusinessowners who utilize a #Solo401k. Learn what they are and how you may benefit. https://t.co/OtSrm6k73X
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@ACBeaconWMG
Anthony M Calabrese, CFP® 💵💵
3 years
Last chance to register NOW!!! Don't miss out. The #SecureAct2.0 changes the #Retirement landscape. Join us to learn how..... Register NOW!!! https://t.co/4YJlre3ZIZ
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@MikeWebb_CRG
Mike Webb
1 year
Oh great, potentially yet another year of waiting for this... #secureact2 https://t.co/rbcrpYAC0x
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@iraxprt
Craig Adamson
3 months
Sarah Brenner of @theslottreport teaches #TheSummit2025 advisors about #SECUREAct2.0 taxation on inherited #IRA & #RothIRA #DeliverMassiveValue
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@ChooseABA
Anderson Business Advisors
2 years
Stay ahead of the curve with our latest video on #taxlaw issues for mid-2024! @TaxWiseToby tackles the phase-out of #accelerateddepreciation and #bonusdepreciation Learn how the #SECUREAct2.0 impacts #earlywithdrawals from #retirementplans Watch now! https://t.co/xaM4LCAjUx
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@OctaviaWealth
Octavia Wealth Advisors
3 years
#SECUREACT2 makes saving for retirement easier! 🔹Higher RMD ages 🔹Larger catch-up contributions 🔹New rules for unused 529 funds 🔹Expanded automatic 401(k) enrollment 🔹Expanded access to $ for emergencies 🔹Relief for employees with student debt https://t.co/PJ07hARmJM
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@RunnymedeCap
Andrew Wang | Financial Advisor
3 years
Here's How The Secure Act 2.0 Can Help In Your Financial Journey To Your Dream Retirement https://t.co/sgpGEAOQg5 | @Forbes #SecureAct2 #Dream #Retirement #Forbes
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@CaliforniaPens1
California Pensions
2 years
While the SECURE 2.0 Act introduces over 90 provisions affecting workplace retirement plans, the gradual 10-year rollout and optional nature of most provisions offer plan sponsors a manageable path to compliance. #RetirementPlanning #SecureAct2.0 https://t.co/52aRd2JZ8G
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@Clint_NextGen
Clint Haynes, CFP®
2 years
The recent changes will now allow for SIMPLE and SEP IRAs to have all contributions designated as Roth contributions. This will allow small businesses to increase their ability to contribute to a Roth account. Read more 👉 https://t.co/X5RezBaFnQ #SECUREAct2-0 #Retirement
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@Schneider_Downs
Schneider Downs
3 years
Section 338 of the #secureact2 amended the ERISA to require that qualified retirement plans provide participants with benefit statements. Important details are outlined in this article: https://t.co/0InTpq8syP
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@inspiredmoneyfm
Inspired Money Makers
3 years
Preparing For The Secure Act 2.0: Imminent IRA Changes https://t.co/jDEnT4qIYA | @Forbes #SecureAct2 #IRA #Changes #SmallBusiness #Forbes
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@Schneider_Downs
Schneider Downs
3 years
How will the SECURE 2.0 Act affect you and your retirement plans? Download our SECURE 2.0 Act eBook for a comprehensive guide to all the key provisions you need to know. #SecureAct2 #ebook https://t.co/42PDpOR8hE
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