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:
334 | Experiments in FI: Inflation, Gardening, and Revocable Living Trusts
333 | Unlocking Your First Mini-Retirement
332 | Transform Your Tax Return Into a Springboard for Financial Planning
331 | What Does Inflation Mean for Investors?
330 | Is there a Housing Market Bubble?
329 | The Investing Horserace
328 | Watch the Business Not the Stock
327 | Where Does Entrepreneurship Fit on Your Path to FI?
326 | Learn to Market Yourself and Your Skills in 2021 and Beyond
325 | Credibility and Boundaries for Winning at Life
324 | The Stages and Checkpoints of FI
323 | Pump and Dump
322 | Financially Bulletproof in a Pandemic
321 | Discovering the Power of FU Money
320 | How Many Days a Month Do You Experience Stress Related to Work?
319 | Make Your Kid a Millionaire
318 | 100 Ways to Get 1% Better
317 | All the Hacks | Chris Hutchins
316 | Is Your Pension Healthy? | Grumpus Maximus
315 | Is This the Golden Age of Investing?
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Everyday Courage with Jillian Johnsrud
Rebel Entrepreneur