Planning for Large IRAs - March 8, 2025

10/03/2025 56 min
Planning for Large IRAs - March 8, 2025

Listen "Planning for Large IRAs - March 8, 2025"

Episode Synopsis

If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure Act and Secure Act 2.0 could have an even bigger impact on people who have saved $250,000 or more. For more information on retirement planning, visit ayersfinancial.com!Welcome to Financial Sanity with Patrick AyersWith so much financial noise, it's understandable why so many people are going financially insane. Taxes, Social Security, Wall Street, Healthcare...there is so much uncertainty about the modern retirement. Local, independent, reliable...Patrick Ayers, President and CEO of Ayers Financial Services can help provide a clear financial picture so you can achieve a fulfilling retirement. It is time to regain your financial sanity.Listen to Financial Sanity Saturdays at 7:00 and Sundays at 8:00 on WFIR.-- -- -- -- -- --For more information on retirement planning, visit ayersfinancial.com!Looking for specific information about today's topic? Check out our resources page!