Unlocking Potential: Maximizing Retirement Savings with SIMPLE IRA Fact Type

Meet Jack and Mia, a couple eager to secure their financial future. With a diligent approach to retirement savings, Mia seeks guidance on optimizing her SIMPLE IRA contributions under the new SECURE 2.0 regulations.

In the video below, Michelle Riiska, Financial Planning Services Consultant at eMoney, demonstrates step-by-step how she assists Jack and Mia in navigating the complexities of retirement planning while leveraging eMoney’s cutting-edge features.

Through personalized planning sessions and interactive tools, you can effectively guide clients like Mia toward maximizing their retirement savings potential while adapting to evolving financial regulations and opportunities.

Additional Resources:

• SECURE 2.0 Act of 2022 Overview and eMoney Updates
• Support for SIMPLE IRA Account Type