• Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future

  • 2025/03/18
  • 再生時間： 13 分
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Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future

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    What is The SECURE Act 2.0?

    Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement plans in 2025 that will transform how Americans save for retirement.

    The biggest revelation? Starting in January 2025, eligible employees must be automatically enrolled in retirement plans at 3-10% of their salary with annual increases—unless they actively opt out. This mandatory change aims to boost participation rates but comes with specific exceptions for certain businesses. We also explore super catch-up contributions, allowing those aged 60-63 to contribute an additional $3,750 beyond standard limits, and how long-term part-time employees will qualify for plans after just two years instead of three.

    Whether you're a plan sponsor with fiduciary responsibilities or an individual preparing for retirement, this episode delivers actionable insights to optimize your financial strategy!

    To learn more about MP CPAs visit:
    https://thempgroupcpa.com/
    MP CPAs
    413-739-1800
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あらすじ・解説

Send us a text

What is The SECURE Act 2.0?

Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement plans in 2025 that will transform how Americans save for retirement.

The biggest revelation? Starting in January 2025, eligible employees must be automatically enrolled in retirement plans at 3-10% of their salary with annual increases—unless they actively opt out. This mandatory change aims to boost participation rates but comes with specific exceptions for certain businesses. We also explore super catch-up contributions, allowing those aged 60-63 to contribute an additional $3,750 beyond standard limits, and how long-term part-time employees will qualify for plans after just two years instead of three.

Whether you're a plan sponsor with fiduciary responsibilities or an individual preparing for retirement, this episode delivers actionable insights to optimize your financial strategy!

To learn more about MP CPAs visit:
https://thempgroupcpa.com/
MP CPAs
413-739-1800
続きを読む 一部表示

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