On this episode, Kelly talks about some new retirement account rules that take effect for 2025. Whether you’re still working or retired you’ll want to be aware of how some of these new rules might impact you’re your retirement income planning.
Interesting Reads
USNews.com: What Is The Secure Act
Investopedia.com What is the Secure Act and How It Could Affect Your Retirement
Kiplinger.com: Secure Act 2.0 Summary
Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare. If you have questions about topics discussed on the show or if you’d like to learn more about Kelly and Hometown Retirement Specialists check out www.yourHRSagent.com
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Kelly Racicot, RICP® is the owner and founder of Hometown Retirement Specialists, LLC. Neither Kelly or her company are affiliated or endorsed by CMS, Medicare, the Social Security Administration, or any government agency.
The preceding information does not constitute tax, legal or investment advice. All opinions and information shared in this episode is for informational purposes only and should not be acted upon with the assistance of a qualified and licensed professional. Guarantees mentioned are subject to the strength and claims paying ability of the insurance company and any mention of rates or performance are subject to change without notice. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell products to any residents of any state in which Kelly or her firm is not licensed or where otherwise legally permitted. Kelly is licensed in Pennsylvania, Ohio, Maryland and California.
If you have questions about the show, Kelly or Hometown Retirement Specialists please visit us @yourHRSagent.com
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