Retirement plans are sure to need a few changes due to the SECURE ACT 2.0 updates that passed in December of 2022. New required minimum distributions, lower penalties, more ways to save for retirement, and more mark this over 4000-page law. There are over 100 changes that will need to be implemented over the next several years. In this video, I cover 10 key changes that stand out!
📃 Download Your Secure 2.0 Comprehensive Summary List
[ Ссылка ]
🔥 Get The Ultimate Social Security Cheat Sheet Here! [ Ссылка ]
Get started today at: [ Ссылка ]
Subscribe to be notified of future videos: [ Ссылка ]
🔑 Key Topics :
0:00 - Intro
0:52 - RMD Pushed Out
2:51 - Reduced Penalties for Missing RMD
3:31 - Ways Around 10% Penalty
5:25 - No RMD on Roth 401Ks
5:58 - New SEP Roth IRA & Simple Roth IRA
6:49 - 529 to Roth IRA
8:54 - Employer Match Can Be Roth Election
9:39 - High Earner Catch-Up Must Be Roth Election
10:37 - Increased Catch-Up Contributions
11:57 - New Inherited Account Election for Spouses
13:41 - Outro
___________________________
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
___________________________
CONNECT 🤝
Nick's Newsletter: [ Ссылка ]
Facebook: [ Ссылка ]
Instagram: [ Ссылка ]...
Linkedin: [ Ссылка ]...
YouTube: [ Ссылка ]...
___________________________
CONTACT ☎
Website: [ Ссылка ]
Phone: (214) 988-9178
Email: hello@brindleandbay.com
SECURE Act 2.0 Summary: 10 Key changes retirement plan 2023
Теги
How to Invest to Worry Less and Improve Your Plan Successretirement portfoliohow much do i need to retireBrindle and BayHow to Spend Savings in RetirementHow Is Social Security Calculated?Will Working Longer Increase My Benefit?Control Your TaxesSECURE Act 2.0Required Minimum Distributionssecure act 2.0 explainedsecure act explainedretirement income taxretirement income portfoliosecure actsecure act 2.0retirement income planning