The Unique Retirement Landscape For Generation X

If you’re a Gen Xer, born between 1965 and 1980, you might be starting to think about how you are going to transition into retirement. Not only does this shift require you to reimagine what your lifestyle is going to look like, but it’s also critical to have a clear understanding of your financial landscape as you approach this important milestone.

Ep 9: SECURE Act 2.0 – Retirement Changes You Need to Know

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.