EPISODE · Jan 10, 2023 · 34 MIN
8 Important Planning Opportunities From the SECURE Act 2.0
from Ready For Retirement · host James Conole, CFP®
In this episode of Ready for Retirement, James discusses 8 important planning opportunities from the SECURE Act 2.0Questions Answered: What are the major changes from the SECURE Act 2.0?What are the best strategies to implement from the SECURE Act 2.0?How can your overall retirement strategy be improved?Timestamps:00:00 - Introduction 3:14 - SECURE Act 2.0 Overview4:22 - RMD Changes6:52 - Tax Planning Window Changes9:04 - Roth Conversions12:05 - 529 Plan to Roth IRAs19:38 - RMD Spouse Changes21:45 - RMD Changes (overall)23:10 - IRA Catch-Up Contributions24:40 - Employer Matching Contributions26:00 - Roth 401(k) Catch-Up Contributions27:05 - Catch-up Contributions28:10 - Qualified Charitable Distributions30:25 - RMD Penalties32:45 - Working With UsCheck out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlaySubmit Your Question Here!Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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In this episode of Ready for Retirement, James discusses 8 important planning opportunities from the SECURE Act 2.0 Questions Answered: What are the major changes from the SECURE Act 2.0?What are the best strategies to implement from the SECURE Act 2.0?How can your overall retirement strategy be improved?Timestamps: 00:00 - Introduction 3:14 - SECURE Act 2.0 Overview 4:22 - RMD Changes 6:52 - Tax Planning Window Changes 9:04 - Roth Conversions 12:05 - 529 Plan to Roth IRAs 19:38 -...
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8 Important Planning Opportunities From the SECURE Act 2.0
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