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A Discussion on the Secure Act 2.0: Part 1

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Manage episode 357262481 series 1446412
Content provided by Walkner Condon Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walkner Condon Financial 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://player.fm/legal.

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part one.

  continue reading

239 episodes

Artwork
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Manage episode 357262481 series 1446412
Content provided by Walkner Condon Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walkner Condon Financial 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://player.fm/legal.

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this legislation over two podcast episodes. This is part one.

  continue reading

239 episodes

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