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:
353 | Families Fly Free
352 | The DIY Financial Plan
351 | Year End Tax Planning 2021
350 | Runaway Winners and the Balanced Portfolio
349 | Paper Returns Vs. Real Returns
348 | The Rules of the Game
347 | How Did You Calculate That Return?
346 | How Do I Figure Out the Taxes on This?
345 | The Art of the Career Pivot
344 | Risk Avoidance and Deworsification
343 | Firing the Haters
342 | Don't Let Good Be the Enemy of Great
341 | Worthwhile Splurges
340 | Diamonds in the Rough
339 | Close the Loop
338 | 10 Ways to Increase Your Income
337 | Ordinary Sherpa
336 | $1K 100 Ways
335 | In a World Where You Can Do Anything, Why Do We Always Do the Same Thing?
334 | Experiments in FI: Inflation, Gardening, and Revocable Living Trusts
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