The creation of IRAs and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made with the passing of the SECURE 2.0 Act to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.

Learning Objectives:

• Evaluate why changes during the 1970s impacted retirement plans forever 


• Identify challenges facing current retirees 


• List recent changes from the SECURE 2.0 Act
  


• Define options available to retirees to enhance their retirement

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