Ep. 138: Secure Act 2.0 Incentives and Penalties

<p class="MsoNormal">You've heard time and time again that the Secure Act 2.0 brought major reform to longstanding retirement planning, and with the help of a special guest, the guys will tie a bow on this miniseries. This week, they're also discussing a valuable vehicle for college savings, new challenges with estate planning, and the new required minimum distribution age extension and penalties.<span style="mso-spacerun: yes;"> </span></p> <p class="MsoNormal" style= "mso-margin-bottom-alt: auto; line-height: normal; background: white;"> <span style= "font-size: 10.5pt; font-family: 'Open Sans',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; mso-font-kerning: 0pt; mso-ligatures: none;"> LINKS:</span></p> <p class="MsoNormal" style= "mso-margin-bottom-alt: auto; line-height: normal; background: white;"> <span style="color: black; mso-color-alt: windowtext;"><a href= "https://bit.ly/3ZXdKgX" target="_blank" rel= "noopener"><span style="font-size: 10.5pt; font-family: 'Open Sans',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: blue; mso-font-kerning: 0pt; mso-ligatures: none;"> cainwatters.com</span></a></span></p> <p class="MsoNormal" style= "mso-margin-bottom-alt: auto; line-height: normal; background: white;"> <span style="color: black; mso-color-alt: windowtext;"><a href= "https://bit.ly/3zLTvIz" target="_blank" rel= "noopener"><span style="font-size: 10.5pt; font-family: 'Open Sans',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: blue; mso-font-kerning: 0pt; mso-ligatures: none;"> Submit a Question</span></a></span></p> <p class="MsoNormal" style= "mso-margin-bottom-alt: auto; line-height: normal; background: white;"> <span style="color: black; mso-color-alt: windowtext;"><a href= "https://bit.ly/3zR1nZo" target="_blank" rel= "noopener"><span style="font-size: 10.5pt; font-family: 'Open Sans',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: blue; mso-font-kerning: 0pt; mso-ligatures: none;"> Facebook</span></a></span><span style= "font-size: 10