Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy!
The Lebenthal Report Episode #114: Demystifying Social Security
This week on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. Lynch is the Managing Director of Applied Insights for Hartford Funds, and in his current capacity, plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts.
This episode is a thought-provoking discussion on the crucial topic of social security and should help answer your questions on the topic.