Ep 134: Four Ways The SECURE Act 2.0 Might Impact You

<p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">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.</span></p> <p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; border: none;">  </span></p> <p class="MsoNormal" style= "border: none; mso-padding-alt: 0in 0in 0in 0in;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; border: none;"> On today’s show, here’s some of what you’ll learn:</span></strong></p> <ul> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">The Required Minimum Distribution age has been pushed back again. <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(3:44)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">What’s happening with the special catch-up contribution? <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(7:26)</em></strong></span></li> <li class="MsoNormal"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">Now the 529 Plan has a Roth option. <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(11:27)</em></strong></span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Contact Dave and Drue: </strong></span></p> <p class="BodyA" style="margin-bottom: 0in; mso-pagination: none;"> <span style="font-size: 14pt;">Web: <a href= "https: