EPISODE · Jan 23, 2020 · 15 MIN
Understanding The SECURE Act
from The Financial Answer with Nathan O’Bryant · host Nathan O’ Bryant
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore the difference a few months could mean when it comes to taking RMDs under the new SECURE Act. Show notes and additional resources: https://thefinancialanswer.com/podcasts/understanding-the-secure-act-when-did-you-turn-70-5/ Today's rundown: 1:35 - The SECURE Act passed but is still a bit confusing when it comes to RMDs. 2:21 - Let’s play: This or That? 3:19 - What’s the difference between being born at the beginning of the year and the second half of 1949 for RMDs? 7:07 - Fun fact: IRA and 401(k) rules were started in 1974, the same time Billy Joel and Bruce Springsteen started their careers. 8:43 - Make sure you check with your advisor to avoid the penalty of being wrong on your RMD age. 11:46 - Upcoming class: Retirement Planning Today will be held on February 4th and 11th.
What this episode covers
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore the difference a few months could mean when it comes to taking RMDs under the new SECURE Act. Show notes and additional resources: https://thefinancialanswer.com/podcasts/understanding-the-secure-act-when-did-you-turn-70-5/ Today's rundown: 1:35 - The SECURE Act passed but is still a bit confusing when it comes to RMDs. 2:21 - Let’s play: This or That? 3:19 - What’s the difference between being born at the beginning of the year and the second half of 1949 for RMDs? 7:07 - Fun fact: IRA and 401(k) rules were started in 1974, the same time Billy Joel and Bruce Springsteen started their careers. 8:43 - Make sure you check with your advisor to avoid the penalty of being wrong on your RMD age. 11:46 - Upcoming class: Retirement Planning Today will be held on February 4th and 11th.
NOW PLAYING
Understanding The SECURE Act
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m