Conference Breakdown, Ep #291

Many DIY investors would like to learn more about the latest changes in financial and tax laws but don’t have the same opportunities to attend professional financial conferences. The good news is that Bret and I do have these opportunities, and we relish sharing our findings. 

On this episode of Retirement Starts Today, Bret shares his insights from his boots-on-the-ground experience at Ed Slott’s recent conference in Las Vegas. If you are curious about the changes surrounding IRAs and other retirement accounts as a result of the Secure Act 2.0, you won’t want to miss Bret’s distillation. 

Outline of This Episode

• [3:22] Private letter rulings are very expensive
• [6:23] Tax laws are getting more complicated
• [11:52] Main themes of the conference
• [17:30] Don’t squander your biggest advantage in retirement

Resources & People Mentioned

• Ed Slott
• Devin Carroll on YouTube
• Social Security Intelligence
• Episode 279 - Secure Act 2.0

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