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S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2

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Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions.
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
  continue reading

37 episoade

Artwork
iconDistribuie
 
Manage episode 392572115 series 3544547
Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions.
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
  continue reading

37 episoade

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