After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Matt will hit the main points of this new bill and how it will change retirement planning.
Show Notes:0:58 - The SECURE Act
1:23 - Death Of The Stretch IRA
2:14 - Small Businesses And Retirement Plans
2:48 - Required Minimum Distribution Change
3:38 - 10 Year Window Eliminated
5:36 - Multiple Beneficiaries
6:41 - Trusts Cannot Be A Contingent Beneficiary For An IRA
8:49 - Life Insurance As An Alternative Solution
14:17 - Mailbag Question from Emily: "Did 401 (k) Contributions Go Up?"
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
The Potential Forgiveness Of Student Loans Being Proposed
The New Assessment Of The Costs Of Healthcare In Retirement
Life Insurance & Retirement Statistics
Financial Terms & Housing Questions In Retirement
Understanding Financial Jargon: Advisor Designations & Definitions
When Guessing At Retirement’s Most Important Questions Goes Wrong
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Who Even Needs A Financial Advisor?
What They’re Saying: 2022 Economic Predictions
Retirement Potpourri: Fill In The Blank
22 Resolutions for 2022, Part 2
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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