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 96: The SECURE Act 2.0
Ep 95: Things That Don’t Matter…Until They Do
Ep 94: What Retirement Are You Living For?
Ep 93: 5 Things to Know About Decumulation
Ep 92: What is Your Spending Personality?
Ep 91: Planning Through Uncommon Sense
Ep 90: Not Your Father’s Retirement
Ep 89: The Three Worlds of Money
Ep 88: 5 Words That Describe Retirement
Ep 87: Playing the ‘What if?’ Financial Game
Ep 86: Do Retirees Really Need Life Insurance?
Ep 85: Financial Planning in President Biden's America
Ep 84: Frequently Asked Questions About Bonds
Ep 83: Financial Fact or Fiction?
Ep 82: How Long Would A Million Bucks Last in Retirement?
Ep 81: What Can We Learn From Will Rogers?
Ep 80: Are You Flirtin’ with Financial Disaster?
Ep 79: When Crisis Meets Opportunity
Ep 78: March Madness and Retirement Planning
Ep 77: Status of the American Pension
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