What is the SECURE Act 2.0? Changes in tax law that benefit saving for retirement.

When:  Jun 10, 2024 from 19:00 to 20:00 (ET)
Associated with  AAII Cleveland Chapter

Chart with Man

The Congress enacted legislation that impacts retirement account contributions, Required Minimum Distribution ages, enrollment options, withdrawal mandates and other things retirement financial.

This seminar is ideal for anyone looking to build or boost their retirement savings. Les will explain in simple terms the big changes like automatic signup for 401(k) plans, the new way employers can help by matching student loan payments as retirement savings, and more choices for your retirement funds, including Roth options. He's also going to talk about new emergency savings accounts, more reasons you can take money out without penalty, better ways to give to charity from your IRA, and how you can move money from a 529 college savings plan to a Roth IRA.

No matter if you're just starting to save for retirement or trying to improve what you've already got, this seminar will help you understand and use all the benefits the SECURE Act 2.0 offers.

You will learn:

  • How the new automatic enrollment in employer 401(k) plans works, and what it means for your retirement savings.
  • The innovative ways your student loan payments can now contribute towards your retirement, including employer matching directly to your retirement account.
  • Strategies for using the SECURE Act 2.0's provisions to boost your retirement savings, such as converting 529 plan savings into a Roth IRA, and understanding the new options for emergency savings and hardship withdrawals.

Les Szarka CFP

Les Szarka, CFP®, ChFC®, is the Chief Executive Officer and lead Financial Planner at Szarka Financial. He has been a financial advisor and retirement planning specialist for almost four decades and specializes in Behavioral Finance and Investing.

Les has been interviewed on local television for many years and has been cited in various publications, including The Wall Street Journal, Crain’s Cleveland Business, The Cleveland Plain Dealer, Inside Business, and the Sun Herald.

Les released his first book, “Money Brain: How Your Subconscious Mind can Hijack Your Investment Decisions,” in October 2013. The book draws from extensive research in the field of Behavioral Finance.

Register at the MORE INFORMATION link.


Westlake Porter Public Library
27333 Center Ridge Rd
Westlake, OH 44145


Dennis Lewis