Aspen Wealth Management’s Post

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

The SECURE Acts of 2019 and 2022 have revolutionized retirement and education savings. The latest update, SECURE 2.0, introduces the option for employers to match 401(k) contributions based on student loan payments, seamlessly allowing employees to save for retirement while paying off education loans. More intriguing for parents and grandparents, SECURE 2.0 permits the transfer of leftover 529 plan funds into a Roth IRA for the beneficiary, enhancing the plan's flexibility. Our team leverages these changes to bolster your family's financial future. Visit our website and learn how to take advantage of these provisions. #FinancialPlanning #SECUREAct

SECURE 2.0 Act reshapes retirement in 2024! New features include Emergency Savings Accounts, Starter 401(k)s, and student loan matching. Learn about changes to early withdrawals, 529 rollovers, and RMDs. Don't miss these opportunities for your financial future. #RetirementPlanning #SECURE2Act

For physicians who are saddled with high amounts of student loans, a higher tax bill than they’d prefer, and the desire to catch up on their retirement savings, it can often feel like there’s not enough paycheck left at the end of every month. Fortunately, there are tools you can use to not only contribute significant amounts to your retirement savings but also lower your tax bill in the process. Read here to learn more!

For physicians who are saddled with high amounts of student loans, a higher tax bill than they’d prefer, and the desire to catch up on their retirement savings, it can often feel like there’s not enough paycheck left at the end of every month. Fortunately, there are tools you can use to not only contribute significant amounts to your retirement savings but also lower your tax bill in the process. Read here to learn more!

For physicians who are saddled with high amounts of student loans, a higher tax bill than they’d prefer, and the desire to catch up on their retirement savings, it can often feel like there’s not enough paycheck left at the end of every month. Fortunately, there are tools you can use to not only contribute significant amounts to your retirement savings but also lower your tax bill in the process. Read here to learn more!