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:
414 | House FIRE | Alan Corey
413 | Mental Wealth & Healing | Rich Jones
412 | What's In Your Index Fund? | Katie & Alan Donegan
411 | The Simple Path to Wealth | JL Collins
410 | Short-Term Rentals on the Path to FI | Kelly Cronin
409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney
408 | Debt Payoff, Disney & Taking Action | Audrey
407 | Kristi | Households of FI Update
406 | 18 Months of Massive Action | Josue
405 | Matt & Meg | Households of FI Update
404 | Just Keep Buying | Nick Maggiulli
403 | Alignment & Adjustments | Scott & Taylor Rieckens
402 | Vivian | Households of FI Update
401 | Court from Modern FImily Returns
400 | Zach & Marilyn | Households of FI Update
399 | Money with Katie | Katie Gatti
398 | Troy & Lindsay | Households of FI Update
397 | Securing Your Financial Life
396 | The Valuist | Bo Loy
395 | The Debtist Finds Balance in FI
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