In this episode of Ready for Retirement, James discusses 8 important planning opportunities from the SECURE Act 2.0
**Questions Answered: **
- What are the major changes from the SECURE Act 2.0?
- What are the best strategies to implement from the SECURE Act 2.0?
- How can your overall retirement strategy be improved?
Timestamps:00:00 - Introduction 3:14 - SECURE Act 2.0 Overview4:22 - RMD Changes6:52 - Tax Planning Window Changes9:04 - Roth Conversions12:05 - 529 Plan to Roth IRAs19:38 - RMD Spouse Changes21:45 - RMD Changes (overall)23:10 - IRA Catch-Up Contributions24:40 - Employer Matching Contributions26:00 - Roth 401(k) Catch-Up Contributions27:05 - Catch-up Contributions28:10 - Qualified Charitable Distributions30:25 - RMD Penalties32:45 - Working With Us
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