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Content provided by Pamela Engstrom and Global Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pamela Engstrom and Global Wealth Advisors 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.
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SECURE Act 2.0 Changes on Retirement Savings
Manage episode 434453823 series 2874417
Content provided by Pamela Engstrom and Global Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pamela Engstrom and Global Wealth Advisors 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.
If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plans.
Find it Fast:
Retirement Savings Plans00:00—Intro 01:16—SECURE Act 2.0 effects 02:25—Change in RMD rules and penalty changes 05:30—SEPP & SIMPLE IRAs Roth options and new limits 08:08—529 leftover funds rollovers into ROTH 10:17—Qualified charitable contribution changes 11:35—Employer matching and student loan payments 12:16—ABLE plans 13:05—Low-income and gig workers savers match
Toss Up14:06—Wealth taxes17:20—Achieving longer lifespans20:28—Warren Buffet’s cash 23:54—Working from home 25:20—Elections and sell-offs
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about changes SECURE 2.0 made on retirement savings, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
91 episoade
Distribuie
Manage episode 434453823 series 2874417
Content provided by Pamela Engstrom and Global Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pamela Engstrom and Global Wealth Advisors 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.
If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plans.
Find it Fast:
Retirement Savings Plans00:00—Intro 01:16—SECURE Act 2.0 effects 02:25—Change in RMD rules and penalty changes 05:30—SEPP & SIMPLE IRAs Roth options and new limits 08:08—529 leftover funds rollovers into ROTH 10:17—Qualified charitable contribution changes 11:35—Employer matching and student loan payments 12:16—ABLE plans 13:05—Low-income and gig workers savers match
Toss Up14:06—Wealth taxes17:20—Achieving longer lifespans20:28—Warren Buffet’s cash 23:54—Working from home 25:20—Elections and sell-offs
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about changes SECURE 2.0 made on retirement savings, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
91 episoade
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Similar cu Your Money Momentum
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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