Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to discuss the very basics of the new “Secure Act” that was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. It’s critical to be in the know on these new rules and how they will impact you and your investments. Stay tuned for future episodes on this topic as well, which will take a deeper dive into the Secure Act and all you need to know!
In this episode, learn:
-What RMD (Required Minimum Distribution) changes have occurred
-The benefits of deferring taxes and how they have changed with this new regulation
-ROTH IRA strategies and approaches to consider
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Bart Zandbergen Talks with Alec Glasser of The Drake and The Drake Gives
The Zandbergen Report’s 5th Annual Holiday Wine Pairing Podcast
Bart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and Nutrition
Letitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle Law
Bart Zandbergen Talks with Cure Duchenne Founder Debra Miller
Bart Zandbergen Talks with Riverain Vineyards President, Dean Gray
Bart Zandbergen and Letitia Berbaum Discuss Investor Behavior
Letitia Berbaum Interviews Veronica Stephens of Laura’s House
Bart Zandbergen Talks with Nick Jordan, Founder of Wells of Life
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Bart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust Advisors
Bart Zandbergen and Letitia Berbaum Discuss the Current Bond Market
Bart Zandbergen and Letitia Berbaum Discuss Market Volatility
Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford
Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila
Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact
Bart Zandbergen and Scott Heinila Discuss the Power of Mindset
Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth
Bart Zandbergen Talks with Ryan Osborne of OZ Coaching
Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley
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