Aaron Blau Part 2

In the second of our two part series with CPA Aaron Blau, we look at potential legislation under the Biden administration and what that could mean for you, your money, and your taxes. We start with a look back at the SECURE Act - how it raised the age for required minimum distributions and eliminated the so-called "Stretch IRA." Shanna asks Aaron what a potential "SECURE Act 2.0" could mean for RMDs and stretch IRAs going forward. We also look at potential changes to 529 Education Savings Plans, the so-called "step up in basis," and capital gains tax rates. For more information: Find Aaron Blau at The Blau Company: https://blauco.com/ Find Shanna Tingom at Heritage Financial Strategies: https://www.heritagefinancialaz.com/