After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Matt will hit the main points of this new bill and how it will change retirement planning.
Show Notes:0:58 - The SECURE Act
1:23 - Death Of The Stretch IRA
2:14 - Small Businesses And Retirement Plans
2:48 - Required Minimum Distribution Change
3:38 - 10 Year Window Eliminated
5:36 - Multiple Beneficiaries
6:41 - Trusts Cannot Be A Contingent Beneficiary For An IRA
8:49 - Life Insurance As An Alternative Solution
14:17 - Mailbag Question from Emily: "Did 401 (k) Contributions Go Up?"
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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