Ep 98: Four Ways The SECURE Act 2.0 Might Impact You
My Retirement Clarity with Lee Perkins
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want to highlight a few of the planning opportunities that could affect most retirees.
Here’s some of what you’ll learn in this episode:
- The RMD age is moving back again in 2023. 2:52
- Catch-up contributions have received an adjustment that people approaching retirement need to know about. 6:51
- You will soon have the option to roll money over from a 529 plan to a Roth. 9:24
- Now people will have the chance to earn their company match to a 401(k) while making qualifying student loan payments. 12:23
- How can you forecast the tax amount you’ll owe in retirement? 16:45
Want to set up a meeting with us? Visit us here: http://talkwithlee.com
Get more financial education at http://myretirementclarity.com