))
Five Times The SECURE Act 2.0 Might Impact You
Manage episode 381767378 series 3378480
Вміст надано Liz Whitteberry. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Liz Whitteberry або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
The SECURE Act 2.0 was passed in January, and it is still confusing to most people. Today we're going to talk about five times the SECURE Act could impact you, whether you're working, retired, or planning for your legacy.
Intriguingly, the Secure Act 2.0 has provided more tools and options for retirement planning. However, it's up to you to seize the opportunities these changes offer! Join us for this episode to delve deeper into these vital modifications and ensure you're well-equipped to retire on your own terms. Don't forget to consult with a financial advisor like Liz to navigate these key considerations effectively!
Here’s some of what we discuss in this episode:
- The increased catch-up contribution limits that will come into effect in 2025
- The changes in Required Minimum Distribution (RMD) ages and how these changes impact your retirement strategy
- The new regulations for inherited IRAs and how they affect your beneficiaries
- Considering the tax implications for your heirs + how Roth conversions and updated beneficiary designations can benefit their financial future
- The exciting option of rolling unused funds from a 529 plan into a Roth account for your child or grandchild
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
54 епізодів
Поширити
