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Ep 134: Four Ways The SECURE Act 2.0 Might Impact You
Manage episode 358801948 series 2709707
Kandungan disediakan oleh Dave Elizondo. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Elizondo 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.
On today’s show, we’ll explain what you need to know and learn four ways the new changes might impact you. From Required Minimum Distributions (RMDs) to catch-up contributions, we’ll cover some of the key items in SECURE Act 2.0. This won’t cover everything, but this will give you a few items to consider when you meet with your advisor next.
On today’s show, here’s some of what you’ll learn:
- The Required Minimum Distribution age has been pushed back again. (3:44)
- What’s happening with the special catch-up contribution? (7:26)
- Now the 529 Plan has a Roth option. (11:27)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
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