EPISODE · Mar 7, 2023 · 26 MIN
A Discussion on the Secure Act 2.0: Part 1
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part one.
What this episode covers
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part one.
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A Discussion on the Secure Act 2.0: Part 1
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