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Breaking Down Key Highlights of the Secure Act 2.0

Breaking Down Key Highlights of the Secure Act 2.0

Protect Your Assets · Protect Your Assets | Cumulus Media San Francisco

January 18, 202342m 35s

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Show Notes

The Secure Act 2.0 is now law. While there are dozens of provisions in the act, a few highlights include RMD age limit increases, timeframes for taking distributions from inherited IRAs, catch-up contributions for retirement accounts, and so much more. Also, The Sandman breaks down the eight types of people who might not want to do a Roth IRA conversion. 

 

Plus, the stock and bond markets were both up last week, a result of inflation dropping for the third straight month. The core Consumer Price Index, which includes food and energy, eased lower to 5.7%, but the Fed stated it wanted it around 2% to start cutting rates to stimulate the economy. How have markets historically performed when the Fed is about to pivot or to change direction? 

  

You can send your questions to [email protected] for a chance to be answered on air.  

  

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