Youtor
Mandatory Distributions from Employer Sponsored Plan Balances Under 5K
>> YOUR LINK HERE: ___ http://youtube.com/watch?v=hvOUQO3B-QA
The new 𝗦𝗲𝗰𝘂𝗿𝗲 𝗔𝗰𝘁 𝟮.𝟬 has some key changes for your retirement savings! 👀 • If you leave an employer with 𝗮 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝘂𝗻𝗱𝗲𝗿 $𝟱𝗸 in your retirement savings account, they will typically force you out of the plan. • The money stays yours, it's just 𝗿𝗼𝗹𝗹𝗲𝗱 𝗼𝘃𝗲𝗿 𝗶𝗻𝘁𝗼 𝗮𝗻 𝗜𝗥𝗔 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗻𝗮𝗺𝗲. However, you'll now be dealing with a new custodian for those funds! 💵 • Our advisor, Austin Fetch, breaks down this provision and other key points of the Secure Act 2.0 on our channel! • While there, don't forget to 𝗟𝗜𝗞𝗘, 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘, 𝗮𝗻𝗱 𝗦𝗛𝗔𝗥𝗘! 👍 • • #financialeducation #SecureAct #SecureAct2.0 #IRA #financialplanning #madatorydistributions #retirement
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