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What is the SECURE Act 2.0?

Monday, June 10 - 7:00 PM


The AAII Cleveland Chapter and the Westlake Porter Public Library Present…

What is the SECURE Act 2.0? 

Changes in tax law that benefit saving for retirement.

Discussed by Les Szarka, CFP®, ChFC®
Chief Executive Officer, Szarka Financial Services

An In Person Event

Registration opens May 10, 2024

https://westlakelibrary.org/event/10457360

Westlake Porter Public Library

27333 Center Ridge Rd

Westlake, OH 44145 

The Congress enacted legislation that impacts retirement account contributions, Required Minimum Distribution ages, enrollment options, withdrawal mandates and other things retirement financial.

This seminar is ideal for anyone looking to build or boost their retirement savings. Les will explain in simple terms the big changes like automatic signup for 401(k) plans, the new way employers can help by matching student loan payments as retirement savings, and more choices for your retirement funds, including Roth options. He’s also going to talk about new emergency savings accounts, more reasons you can take money out without penalty, better ways to give to charity from your IRA, and how you can move money from a 529 college savings plan to a Roth IRA.

No matter if you’re just starting to save for retirement or trying to improve what you’ve already got, this seminar will help you understand and use all the benefits the SECURE Act 2.0 offers.

You will learn:

  • How the new automatic enrollment in employer 401(k) plans works, and what it means for your retirement savings.
  • The innovative ways your student loan payments can now contribute towards your retirement, including employer matching directly to your retirement account.
  • Strategies for using the SECURE Act 2.0’s provisions to boost your retirement savings, such as converting 529 plan savings into a Roth IRA, and understanding the new options for emergency savings and hardship withdrawals.

Speaker bio: 

Les Szarka, CFP®, ChFC®, is the Chief Executive Officer and lead Financial Planner at Szarka Financial. He has been a financial advisor and retirement planning specialist for almost four decades and specializes in Behavioral Finance and Investing.

Les has been interviewed on local television for many years and has been cited in various publications, including The Wall Street Journal, Crain’s Cleveland Business, The Cleveland Plain Dealer, Inside Business, and the Sun Herald.

Les released his first book, “Money Brain: How Your Subconscious Mind can Hijack Your Investment Decisions,” in October 2013. The book draws from extensive research in the field of Behavioral Finance.

Disclaimer:  This talk should not be construed as investing advice, but rather as an exploration of ideas and techniques that people might consider in making their own decisions.  Individuals are all times solely responsible for their own investing decisions, actions, and results.

The American Association of Individual Investors (AAII) strives to provide its members and guests the opportunity to participate in meetings in a safe environment. Accordingly, AAII has adopted this protocol for in-person chapter meetings. 

In Person Meeting Protocol

Acknowledgement for In Person Meeting Attendance

Westlake Library COVID Policies

 



Location

27333 Center Ridge Rd
Westlake, OH 44145
Event Type
Educational
Lecture / Workshop

Organization

AAII Westside Financial Planning Subgroup

Date / Time

Monday, June 10, 2024
7:00 PM - 8:00 PM

Contact

Name:
Dennis Lewis
Phone:
(440) 462-7649
Email:
aaii@condohome.net
More Info:
https://clevelandaaii.wordpress.com/special-interest-groups/