TEASE

Marty takes a close look at Secure Act 2.0 and provisions that have already been enacted and looks ahead at what is to come in 2024.  He also addresses the excuses or justifications people make to delay seeking the help of a retirement professional.

You can reach Marty Nevel by calling 888-519-9096.

Smart Money Solutions

Marty takes a close look at Secure Act 2.0 and provisions that have already been enacted and looks ahead at what is to come in 2024.  He also addresses the excuses or justifications people make to delay seeking the help of a retirement professional.
You can reach Marty Nevel by calling 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

Financial Safari with Marty Nevel

Secure Act 2.0:  Now and Next Year

Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments.  He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. 

Reach Marty at 888-519-9096.

Smart Money Solutions

Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments.  He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

The New Retirement

Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. 

Reach Marty Nevel at 888-519-9096.

Smart Money Solutions

Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. 
Reach Marty Nevel at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Regret Free Retirement

Retirement planning requires expecting the unexpected and being prepared for various expenses. Health care costs, including Medicare and supplemental plans, should be considered. Long-term care insurance may not be the best option, and alternatives like life insurance or annuities should be explored. Homeownership comes with maintenance costs, property taxes, and potential downsizing expenses. Taxes are an ongoing concern in retirement and should be accounted for in financial planning.  Marty Nevel discusses various financial topics, including the impact of inflation, the state of the economy, and the concerns of retirees.

Reach Marty at 888-519-9096.

Smart Money Solutions

Retirement planning requires expecting the unexpected and being prepared for various expenses. Health care costs, including Medicare and supplemental plans, should be considered. Long-term care insurance may not be the best option, and alternatives like life insurance or annuities should be explored. Homeownership comes with maintenance costs, property taxes, and potential downsizing expenses. Taxes are an ongoing concern in retirement and should be accounted for in financial planning.  Marty Nevel discusses various financial topics, including the impact of inflation, the state of the economy, and the concerns of retirees.
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Secure Act 2.0: Now and Next Year

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