Explore Financial Group

Come and join us for a free event with one of Australia’s most sought after inspirational speakers, Michael Crossland. He’s here in the US and excited to share his story!

Drinks and hors d’oeuvres will be served and you don’t want to miss it!

If you’re interested, please let us know and we’ll send you an evite to sign up 😊

Check out the photos below and his website for more information https://michaelcrossland.com

See you there!

Another SECURE Act 2.0 change relates to Roth accounts!

Roth accounts. Up to now, employer plan contributions (like 401(k) matches) had to be made on a pre-tax basis. Now, employers can make their contributions on a Roth basis. Also, SIMPLE and SEP Roth contributions are now available. Although SECURE 2.0 allows for these new Roth accounts right away, it may be some time before plan administrators and IRA custodians will have them in place.

The 10 states where $1 million in retirement savings will run out the fastest—Hawaii is No. 1

The 10 states where $1 million in retirement savings will run out the fastest—Hawaii is No. 1 If your goal is to retire on $1 million, that amount may not be enough to cover your retirement living expenses in some states per GoBankingRates' analysis.

When you retire matters!! Timing can have a huge outcome on the longevity of your money!

See the video and image below for a more thorough explanation of how Sequence of Returns Risk can have an effect on your retirement!

https://truchoicefinancial.com/Videos/SequenceOfReturnsRisk