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
Ep 156: What You Need to Know About Forced Retirement
Ep 155: Are Health Savings Accounts ‘Super Roths’?
Ep 154: The ABC’s of Bonds
Ep 153: Fine Print Fiasco
Ep 152: Can’t Get No Satisfaction… Or Can You?
Ep 151: How Money Ads Get Your Attention
Ep 150: Getting Your Financial Decisions Right the First Time
Ep 149: How Procrastination Dooms Your Financial Future
Ep 148: Going Against the Grain
Ep 147: A Deep Dive Into RMDs (Part 2)
Ep 146: A Deep Dive Into RMDs (Part 1)
Ep 145: A Tough Conversation – Retirement and Divorce
Ep 144: Retirement Pop Quiz – Can You Get an A+?
Ep 143: Mailbag - Rates of Return, TSP Investments, and More
Ep 142: Surviving a Bear Market - What Do the Experts Say?
Ep 141: The Enhance Your Retirement Now Act
Ep 140: Investor Beware: Advisor Red Flags
Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Ep 138: Top 10 Financial Debates - Part 2
Ep 137: Top 10 Financial Debates – Part 1
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