Podknife - Breaking News - Secure Act 2.0, Ep #279 by Retirement Starts Today

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Breaking News - Secure Act 2.0, Ep #279

Podcast |: Retirement Starts Today
Publisher |: Benjamin Brandt CFP®, RICP®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Jan 16, 2023
Episode Duration |: 00:22:32

Welcome back to Retirement Starts Today Radio! Today we have an extra special episode for two reasons.

Today, you’ll finally meet our newest advisor, Bret Mulvaney. He joins me today to discuss the most recent legislation regarding tax and retirement planning.

This entire episode is dedicated to reviewing the Secure Act 2.0. Listen in to learn what’s changing in retirement planning and how the Secure Act 2.0 will change your retirement tax situation.

Outline of This Episode

[2:12] The age for RMDs is changing
[7:58] Qualified Charitable Distributions have not changed
[10:35] Roth 401k or 403b no longer needed RMD
[12:00] An update to 529 plans
[16:58] Key takeaways

Connect with Benjamin Brandt

Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
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