#16 SECURE ACT 2.0 - What You Need To Know

from Your Investment Partners With Paul & Garrett · host Ascend Investment Partners

SECURE ACT 2.0 - What You Need To KnowToday we are talking about the recent legislation that was passed known as the SECURE ACT 2.0, we cover our approach to financial planning around the ever-changing legislative landscape, what unique financial planning opportunities the SECURE ACT 2.0 presents, and how you can fold this into your financial plan.Rules are always changing in Washington. Since Covid, there's been the Care's Act, Inflation Protection Act, Secure Act, and now you've got the Secure Act 2.0, and all of them impact retirees and potential retirees. Here are a few topics we will cover:Sunset ProvisionsROTH OptionsRMD's - Checking the new rulesPenalties Thanks for tuning in. Questions about today's episode let us know.https://ascendinvestment.com/(801) 476 - 1200

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This episode is 22 minutes long.

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This episode was published on February 27, 2023.

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