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Kandungan disediakan oleh Dennis Prout and Shea Petaja. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dennis Prout and Shea Petaja atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Episode 343 - Time Is Running Out

40:58
 
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Manage episode 382337395 series 1320079
Kandungan disediakan oleh Dennis Prout and Shea Petaja. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dennis Prout and Shea Petaja atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

November is just a few weeks away, which means the December 31, 2023, deadline for retirement planning is quickly approaching. Now is the time to wrap up the year with RMD, QCD and Roth conversion planning and focus on retirement planning for 2024.

On today’s show, Heidi will discuss the key features to the SECURE 2.0 Act provisions that will become effective January 1, 2024. It’s important for the advisors, as well as clients, to stay up to date and plan ahead for the important changes ahead. Nathan will discuss the five tax moves retirees should consider before December 31, as well as some strategies to help make your retirement income last. Deann will bring the stats with updates on our economy and the topics discussed.

So tune in and take control!

  continue reading

108 episod

Artwork
iconKongsi
 
Manage episode 382337395 series 1320079
Kandungan disediakan oleh Dennis Prout and Shea Petaja. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dennis Prout and Shea Petaja atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

November is just a few weeks away, which means the December 31, 2023, deadline for retirement planning is quickly approaching. Now is the time to wrap up the year with RMD, QCD and Roth conversion planning and focus on retirement planning for 2024.

On today’s show, Heidi will discuss the key features to the SECURE 2.0 Act provisions that will become effective January 1, 2024. It’s important for the advisors, as well as clients, to stay up to date and plan ahead for the important changes ahead. Nathan will discuss the five tax moves retirees should consider before December 31, as well as some strategies to help make your retirement income last. Deann will bring the stats with updates on our economy and the topics discussed.

So tune in and take control!

  continue reading

108 episod

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