Are you ready to navigate the shifting tides of financial planning and seize new business opportunities? Join us as we dive into the transformative Secure Act 2.0 and its 2025 mandates. Discover how automatic enrollment in retirement plans and state-specific regulations could impact your financial future. We'll unravel the Corporate Transparency Act's requirements for business owners and explore tax credits that reward companies for matching employee retirement contributions. Curious about the new catch-up contributions for those aged 60-63 or converting 529 plans to Roth IRAs? We've got you covered! Plus, we tackle the economic landscape, from national debt to student loan forgiveness, and highlight the crucial Employee Retention Credit for pandemic-affected businesses. Stay informed, stay engaged, and join us on our new YouTube channel for more insights. Schedule an appointment or contact us at https://womenofwealth.vip if you want help filing your Corporate Transparency/BOIR Filing by January 1st. For more awesome episodes visit our podcast website at
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