SECURE 2.0 Act Changes in 2025

Ready to unlock the secrets of the SECURE 2.0 Act and its transformative impact on your retirement planning in 2025? This episode dives into the most critical updates to 401(k) plans and other retirement strategies, equipping you with the tools you need to make smarter financial decisions. What You'll Learn in This Episode: How the SECURE 2.0 Act enhances employer contributions and impacts your savings. New catch-up contribution rules for individuals over 50 and what they mean for your retirement timeline. Key updates on automatic enrollment features and their benefits for younger savers. How these changes aim to address financial wellness and retirement preparedness. Practical tips for maximizing your retirement savings under the new regulations. Our financial planning experts break down complex legislative changes into actionable insights, ensuring you’re equipped to navigate the shifting retirement landscape. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.19 B* in assets under administration as of 7/22/2024, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. *Cetera Advisor Networks AUM $897 M., Fidelity Retirement AUM $169.4M, ADP Retirement AUM $125M. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Rose Price, Financial Advisor; and Chris Mellone, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.