Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link: [ Ссылка ]
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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00:00 Secure Act 2.0
03:27 Introduction to the Secure Act 2.0
28:13 Inherited IRAs
30:01 Trusts vs. Tenants By The Entirety
33:02 Clark Asset Management
38:50 Long Term Care
45:46 Solo 401(k) Contributions
01:02:45 Dividend Dates
01:05:22 Tax Loss Harvesting
01:14:06 Wrap-Up
