New Retirement Opportunities and Tax Benefits Under the Secure Act 2.0
0:00:05 Introduction of Philip Washington, Jr., a registered investment advisor
0:01:42 Discussion on the Secure Act 2.0 and additional retirement opportunities
0:03:00 Explanation of new withdrawal rules for IRAs in case of personal emergencies
0:04:40 Highlighting the exemption of penalty for IRA withdrawals in cases of domestic abuse or terminal illness
0:05:11 Mention of the exemption of penalty for IRA withdrawals in qualified disaster recovery areas
0:05:56 Expansion of benefits for 401k startup costs, including tax credits
0:06:48 Contact information for Allison Reif Martin, CPA
0:07:24 Disclaimer and closing statements by Philip Washington, Jr.
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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