This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics.
Michael, Dominick and Roberta discuss the new provisions within the Secure Act 2.0. They breakdown how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0, please contact your financial advisor.