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Ready For Retirement

8 Important Planning Opportunities From the SECURE Act 2.0

Jan 10, 2023 · 34 min · Episode 145 · 24.6 MB
0:00-34:09

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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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