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 Overview
4:22 - RMD Changes
6:52 - Tax Planning Window Changes
9:04 - Roth Conversions
12:05 - 529 Plan to Roth IRAs
19:38 - RMD Spouse Changes
21:45 - RMD Changes (overall)
23:10 - IRA Catch-Up Contributions
24:40 - Employer Matching Contributions
26:00 - Roth 401(k) Catch-Up Contributions
27:05 - Catch-up Contributions
28:10 - Qualified Charitable Distributions
30:25 - RMD Penalties
32:45 - Working With Us

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8 Important Planning Opportunities From the SECURE Act 2.0 34:09 Share

Ready For Retirement

Shownotes Transcript

8 Important Planning Opportunities From the SECURE Act 2.0