Demystifying the SECURE 2.0 Act Legislation

Event Guide - Click on a time to jump to that portion! 00:00 Introduction by Tim Kimmel 07:25 Contribution Provisions by Paul R. Ried 15:08 Student Loan & 529 Provisions by Adam Jordan 24:29 Required Minimum Distributions Provisions by Paul R. Ried 32:59 Beneficiary Provisions by Adam Jordan 41:25 Early Withdrawal Provisions by Adam Jordan 48:16 Lifetime Annuity Contract Provisions by Paul R. Ried 52:01 Q&A Hosted by Tim Kimmel 59:26 Closing Remarks by Tim Kimmel --------------------------------------------------------------------------------------------------------------------------- You know the legislation's name. You have heard about it in the news. But do you understand how the SECURE 2.0 Act will affect you? Skip reading the pages and pages of "legalese" and instead... Join our Chief Financial Advisor, Tim Kimmel, as he talks with Paul Ried, our CEO, and Adam Jordan, our Director of Investments, about the most impactful upcoming changes for YOU, our client. We will review the act's key points, and then dedicate a significant portion of this virtual event to LIVE Q&A with our audience. --------------------------------------------------------------------------------------------------------------------------- Paul Ried is an Investment Adviser Representative offering investment advisory services offered through Paul R. Ried Financial Group, LLC, a registered investment advisor. Registered Representatives offering securities and additional investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered Branch: 10801 Main St Ste 201 Bellevue, WA 98004. The views depicted herein are for information purposes only and should not be considered specific advice or recommendations for any individual. All investing involves risk, including the potential for loss. Past performance is not an indication or guarantee of future results. No investment strategy can ensure profits or protect against loss.