Retirement Elevated Podcast with Sean Lee
Business:Investing
Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest changes you need to be aware of, how this can benefit you, and where there might be some concerns.
Show Notes and Additional Resources: https://retirementelevatedpodcast.com/podcast/what-you-need-to-know-about-the-secure-act/
Today's Rundown:
0:12 – Let’s start with what the SECURE Act is.
1:40 – Some big changes coming to the Required Minimum Distribution rules.
3:29 – The Stretch IRA changes could be seen as a negative.
6:38 – Is 2020 a lost year for RMDs?
8:39 – What affect does this legislation have on small businesses?
11:22 – There will be increased annuity options within retirement plans. Is that good or bad?
14:20 – Removal of age limitations on IRA contributions.
Irreversible Financial Decisions
Financial Mistakes Made During Divorce
Facing Financial Villains
Important Ages in Retirement
Portfolio Expectations
Financial Fill in the Blank
Financial Lessons from Homer Simpson
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
Dissecting Dave Ramsey’s Advice
Financial Advising Relationships: Local vs. Remote
Rounding Third: Sean’s New Book
Well I Heard…
Reasons Why People Don’t Visit With An Advisor
Busy, Busy, Lee: An Update on Elevated Retirement Group
Having Financial Hindsight
Easy Ways to Ruin Retirement
Financial Planning with Yogi Berra
The Biggest Retirement Challenge No One Talks About
What You Need To Know About Secure Act 2.0
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