Your Money & Your Life Podcast
Business:Investing
The SECURE Act passed in the House and brought with it 29 provisions that would change some of the decisions and actions you’ll take when planning for retirement. What are some of the top things you should be aware of? We'll discuss that in this episode.
Check out the full show notes by clicking here.
Take a look at what you can expect:
2:05 - One of the provisions in the SECURE Act would raise the required minimum distribution age to 72.
7:08 - The new bill removes the age limitation on IRA contribution.
8:18 - The option for a stretch IRA for heirs has been removed, which is one of the negative sides of the bill.
11:21 - Contact your senators to let them know about your thoughts, especially about the stretch IRA being removed.
12:20 - Getting to Know You: What is Don’s greatest accomplishment?
15:15 - Cash Connection: Are all long-term care insurance policies so expensive?
Get Your House In Order – Goodbye Tax Season, Hello Tax Planning for 2024
Get Your House In Order – Estate Planning for 2024
HSA Opportunities & Moves to Consider Before April 15th
Driverless Cars, Missed Medical Expenses & Tax Breaks
Little-known Tax deduction for your Valentine
Successful Retirement Planning Is Like The Movie “Groundhog Day”
Bad News Is Good News?
New Year’s Resolutions + Lessons From 2023
3 Conversations To Have About Money Over The Holidays
Year End Planning: “In the Red Zone” (Part 2)
Year End Planning: It’s Not Too Early (Part 1)
Medicare Mistakes To Avoid During Open Enrollment Season
Identity Theft: The Reality, Risks, and How to Stay Safe
Get Your House in Order! Why You Need an Estate Plan
Your Health Span vs Your Life Span
Social Security Cost Of Living Changes For 2024 – What Does That Mean For You?
Government Bonds Downgraded – What Does That Mean to Me?
100th Episode Spectacular! Looking Back On Our Prior Shows
Mailbag: Should I Sell The Family Farmland I Inherited? And More
Should I Move to Another State to Save Money on Taxes & Expenses?
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