October 12, 2024

This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to discuss September’s employment situation, International Trade, and September’s Consumer Price Index. The financial experts break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the SECURE 2.0 Act , including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs. The hosts round out the show with a listener’s question on Lockheed Martin.

Timestamps and Chapters

00:00: Market Roundup: Oct. 7 – Oct. 11, 2024
22:38: Case Study: Changes coming to IRAs and 401(k)s in 2025
41:43: Q&A Time: Lockheed Martin

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Tagged International Trade, roth IRA, September Employment, interest rates, Fed minutes, 401(k), catch-up contributions, IRA, 2025, SECURE ACT 2.0, failure to withdraw penalties, Inherited IRA, Lockheed Martin, S&P 500 index performance, retirement accounts, September 2024