In the first part of the series, Phil highlighted the age changes for required minimum distributions along with some Roth changes that were included. This episode will focus on an assortment of additional planning changes that you need to be aware of. Some of them are already active and a few will kick in over the next year or two.
Here’s some of what you’ll learn on this episode:
Check out SECURE Act 2.0 (Part 1): https://philstaxhacks.com/podcast/ep-166-secure-act-2-0-rmd-roth-changes-part-1/
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
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Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
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Ep 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 2)
Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 1)
Ep 177: Fore Your Retirement: What Golf Teaches Us About Financial Planning
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