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Innhold levert av Shari Rash, Money Expert, and Personal Finance Advice for Women. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shari Rash, Money Expert, and Personal Finance Advice for Women eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep 45: Four Ways The SECURE Act 2.0 Might Impact You

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Manage episode 356163236 series 2925736
Innhold levert av Shari Rash, Money Expert, and Personal Finance Advice for Women. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shari Rash, Money Expert, and Personal Finance Advice for Women eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.

Here’s some of what we’ll discuss in this episode:

  • Required minimum distribution age is moving back again. (1:39)
  • Changes to the catch-up contribution for people over 50. (6:40)
  • A new option to roll money from a 529 plan to a Roth. (9:35)
  • A few different Roth changes in this bill as well. (14:18)
  • Getting a company match in your 401k while you’re paying student loans. (15:58)
  • Shari’s overall feelings on the SECURE Act 2.0 changes. (19:09)

Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/

Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

  continue reading

73 episoder

Artwork
iconDel
 
Manage episode 356163236 series 2925736
Innhold levert av Shari Rash, Money Expert, and Personal Finance Advice for Women. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shari Rash, Money Expert, and Personal Finance Advice for Women eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.

Here’s some of what we’ll discuss in this episode:

  • Required minimum distribution age is moving back again. (1:39)
  • Changes to the catch-up contribution for people over 50. (6:40)
  • A new option to roll money from a 529 plan to a Roth. (9:35)
  • A few different Roth changes in this bill as well. (14:18)
  • Getting a company match in your 401k while you’re paying student loans. (15:58)
  • Shari’s overall feelings on the SECURE Act 2.0 changes. (19:09)

Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/

Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/

  continue reading

73 episoder

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