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EvoFi: A Finance Podcast for Humans

EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 31 - What to Know about SECURE 2.0 (Part 1)

Episode 31 - What to Know about SECURE 2.0 (Part 1)

2023-06-05
Download

How did the SECURE Act 2.0 change planning for early retirement years? In this episode, Stephen Fletcher joins host John Clair in a discussion about how SECURE 2.0 did and - just as importantly - did not change age-related rules, such as required minimum distributions (RMDs) and qualified charitable distributions (QCDs).

view more

More Episodes

Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
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Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
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Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
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Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
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Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
2023-10-31
Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
2023-10-02
Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
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Episode 32 - What to Know about SECURE 2.0 (Part 2)
2023-07-07
Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
2021-09-27
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
2021-03-03
Episode 28 - The Future of (ESG) Investing
2020-11-12
Episode 27 - Startup Co-Founders Talk Tech & Taxes
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Episode 26 - Mind The (Insurance) Gap
2020-08-03
Episode 25 - Your Finances in the Time of COVID
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Episode 24 - Medicare Timelines for Humans
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Episode 23 - FAANG and Tech Stocks
2019-12-03
Episode 22 - Time for a Change w/ Rich Reinecke
2019-10-21
Episode 21 - A Legacy of Generosity
2019-09-02
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
2019-08-04
  • ←
  • 1
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