In this episode: taxes, the secure act 2.0, the best news, roths, 529's, catch-up contributions, and the new options you have.
On December 29th 2022, Joe Biden signed into law the Secure 2.0 Act. As this law may have ramifications on your retirement tax planning, to stay ahead of the curve we decided to have The FI Tax Guy Sean Mullaney back on the show to discuss what this law is and ways one may be able to approach and utilize it going forward with there retirement planning. While laws and regulations may change, staying prepared and aware can keep us worry free as we prepare for the tail end of our FI journey!
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.
Sean Mullaney:
Timestamps:
Resources Mentioned In Today's Episode:
More Helpful Links and Resources:
315 | Is This the Golden Age of Investing?
314 | Is My Company's Stock Overpriced? | P.E. Ratio Explained
313 | Are You as Diversified as You Think You Are?
312 | First-Time Home Buyer | Bigger Pockets
311 | How to Travel for Free | Stereo Live Q&A
310 | Get Good with Money | Tiffany Aliche, The Budgetnista
309 | College Hacking : The Comprehensive Guide | Stereo Live Q&A
308 | 102 Business Ideas for Kids |Simple Startup with Arianna and Sheila
307 | How to Factor My Mortgage Into My FI Number| Live Stereo Q&A
306 | Myths and Misconceptions |Diania Merriam
305 | Finding Your Locus of Control | Stereo Live Q&A
304 | Mapping Out Your FI Number
303 | Structuring Your Emergency Fund | Stereo Live Q&A
302| Navigating a Multigenerational Household | The Financial Tortoise
301| Money and Relationships | Part 2
300 | Relationships and Money | Jillian Johnsrud
299 | What's Stopping You from Reaching FI?
298 | Habits For Wealth Building | Rich and Regular
297 | From Pandemic Layoff to $100k+ | A Salesforce Success Story |Anita Smith and Bradley Rice
296 | Transition Planning from a Military Career on the Path to FI |Doug Nordman
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