8 Important Planning Opportunities From the SECURE Act 2.0

In this episode of Ready for Retirement, James discusses 8 important planning opportunities from the SECURE Act 2.0

Questions Answered:
What are the major changes from the SECURE Act 2.0?
What are the best strategies to implement from the SECURE Act 2.0?
How can your overall retirement strategy be improved?
Timestamps:
00:00 - Introduction
3:14 - SECURE Act 2.0 Overview
4:22 - RMD Changes
6:52 - Tax Planning Window Changes
9:04 - Roth Conversions
12:05 - 529 Plan to Roth IRAs
19:38 - RMD Spouse Changes
21:45 - RMD Changes (overall)
23:10 - IRA Catch-Up Contributions
24:40 - Employer Matching Contributions
26:00 - Roth 401(k) Catch-Up Contributions
27:05 - Catch-up Contributions
28:10 - Qualified Charitable Distributions
30:25 - RMD Penalties
32:45 - Working With Us

Learn the tips & strategies to get the most out of life with your money.

Get started today → https://www.rootfinancialpartners.com/

Subscribe to be notified for future videos: https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1

_ _

For more resources and content, check us out below!

Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram // https://www.instagram.com/rootfinancialpartners/
Facebook // https://www.facebook.com/rootfinancialpartners/
LinkedIn // https://www.linkedin.com/company/18347030

Other videos we think you'll like:

About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s

Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s