Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
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Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
Passing On Passwords, Beneficiary IRA Rules, & 401(k) Contribution Conversation | Solving The Retirement Puzzle, Season 1 Episode 12
Solving The Retirement Puzzle
25 minutes
1 year ago
Passing On Passwords, Beneficiary IRA Rules, & 401(k) Contribution Conversation | Solving The Retirement Puzzle, Season 1 Episode 12
Nicholas Hamner kicks off Solving The Retirement Puzzle this week by talking about how difficult it can be to pass along digital credentials like accounts, passwords, and 2FA keys to heirs and how it should be handled in the Estate Planning process. Kyle Plotkin discusses the final(?) rules that govern beneficiary IRAs as defined by 2022's SECURE Act 2.0. And Mike Hart reveals how many people are contributing more than the minimum (but still not enough) to their 401(k)s.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
Solving The Retirement Puzzle
Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
