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 116: How “The Great Resignation” Could Impact You
Ep 115: 22 Money Resolutions for 2022 Part 2
Ep 114: 22 Money Resolutions for 2022 Part 1
Ep 113: Mailbag – Retiring Early, Risk, and More
Ep 112: Retirement Late Bloomers
Ep 111: Dropping the Ball Financially
Ep 110: 4 Unreasonable Requests
Ep 109: Living the Dream
Ep 108: Overconfidence in Financial Planning
Ep 107: Tax Consequences – Pros and Cons
Ep 106: What is ”Risk Averse”?
Ep 105: Financial Mistakes Couples Make
Ep 104: Can You Put Off These Financial Decisions?
Ep 103: What Do You Need To Know About the Recent Tax Proposal?
Ep 102: 5 Ways to Mind the Gap
Ep 101: Red Flags in Your Financial Plan
Ep 100: How Age & Wisdom Effect Retirement
Ep 99: Breaking Down Economic News in Bits and Pieces
Ep 98: What Makes Phil Tick?
Ep 97: Why You Need Retirement Customization
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