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:
474 | Social Security Deep Dive | Denis Shapiro
473 | Are We There Yet? 'Retire Early' Case Study
472 | The Cure for the Boring Middle | Fioneers
471 | Mailbag: Inflation and FI, ACA Subsidies, Roth vs. Trad and More | Cody Garrett
470 | The Spectrum of Financial Independence | Chris Hutchins
469 | A Tale of Action | Navish Bahl
468 | Year End Wins 2023
467 | The Power of Community | Amy, Diania, and Stephen
466 | Journey to Financial Freedom | Jamila Souffrant
465 | Jonathan Returns: Upside Down Economics and the Priceless Value of a Great Question
464 | Budgeting Masterclass | Tiffany "The Budgetnista" Aliche
463 | Superpower of Frugality | Frugal Friends
462 | Pathfinders | JL Collins
461 | Taking Space for Yourself and Community | October Roundup
460 | Preparing for the Cost of College | Brian Eufinger
459 | Follow the Thread | Cory Muscara
458 | A Healthy State of Panic | Farnoosh Torabi
457 | Mailbag: Cover Your Expenses | Rachael Camp
456 | Taking a Step to FI | September Roundup with Ginger
455 | Creating Your Entrepreneurial Flywheel | Nathan Barry
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