Episode 463: The Money Doctors discuss the Secure Act 2.0 and what it could mean for your retirement. John and Steve also give you the tools you need to search for lost accounts of deceased relatives.
Links from today’s episode for finding unclaimed money:
The Money Talk | AI Potential
Happiness Drain | Inherited IRAs
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
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