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RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit
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Content provided by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson 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.
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving.
[02:58] Biden Signs SECURE Act 2.0 Into Law
[04:42] What the SECURE Act 2.0 Means for Retirement Plans
[07:19] RMD Age Pushed to Age 73 Starting in 2023
[09:35] What to Expect from the New RMD Distribution Rules
[11:50] How the SECURE Act 2.0 Makes 529 Plans More Valuable
[13:06] How to Use and Get the Most Out of 529 Plans
[15:35] Exciting New Changes Coming To 529 Plans
[19:01] Advantages of Seeking Professional Financial Advice
[21:04] Understanding Employer-sponsored Retirement Accounts
[25:35] SECURE 2.0 Act and Student Loan Matching
[27:20] Retirement Planning Penalties to Avoid
[29:25] The Best Tool for Funding Charitable Giving
[32:02] The Retirement Savings Lost & Found Department
[34:47] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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