BIG Changes Coming To Retirement Plans

Retire Once Show

Oct 24 2022 • 23 mins

On this episode of the Retire Once Show, Johnathan and Melissa discuss the possible changes that might be coming to retirement plans soon. The Retirement Savings Modernization Act could have one of the biggest impacts on retirement savers.

One of the big changes is that 401(k) plans could eventually invest in speculative investments such as hedge funds, private equity, private debt and even cryptocurrency like Bitcoin. Is this really a good thing?

We also discuss a new study of investors with at least $1 million in retirement savings and the high-net-worth investors are extremely worried about retirement. More than a third of the millionaires surveyed believe it will take a miracle to retire. Why are these investors so worried about retirement? Make sure you stay tuned until the end to find out.

If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com


- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. - Retirement Podcast