Gehen Sie mit der App Player FM offline!
Ep 45: Four Ways The SECURE Act 2.0 Might Impact You
Manage episode 356163236 series 2925736
Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.
Here’s some of what we’ll discuss in this episode:
- Required minimum distribution age is moving back again. (1:39)
- Changes to the catch-up contribution for people over 50. (6:40)
- A new option to roll money from a 529 plan to a Roth. (9:35)
- A few different Roth changes in this bill as well. (14:18)
- Getting a company match in your 401k while you’re paying student loans. (15:58)
- Shari’s overall feelings on the SECURE Act 2.0 changes. (19:09)
Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/
Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/
70 Episoden
Manage episode 356163236 series 2925736
Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.
Here’s some of what we’ll discuss in this episode:
- Required minimum distribution age is moving back again. (1:39)
- Changes to the catch-up contribution for people over 50. (6:40)
- A new option to roll money from a 529 plan to a Roth. (9:35)
- A few different Roth changes in this bill as well. (14:18)
- Getting a company match in your 401k while you’re paying student loans. (15:58)
- Shari’s overall feelings on the SECURE Act 2.0 changes. (19:09)
Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/
Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/
70 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.