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Retirement Deep Dive: SECURE Act Updates and Inflation Strategies | Episode 98

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Manage episode 398864303 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning 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.
Tune in to the latest episode of Safer Retirement Radio where Brian and Arrin Wray, our Utah-based planner, delve into the pivotal changes brought by the SECURE Act 2.0. They discuss how updates to Required Minimum Distributions (RMDs), annuities, and 401k plans can shape your retirement planning. Dive into the nuances of IRA tax implications, the strategic benefits of Roth conversions, and the importance of professional guidance in tax savings and legacy planning. In this deep diving show, they cover everything from inflation's impact on retirees to the value of Health Savings Accounts and long-term care insurance options. The duo provides a clear path to navigate the complexities of retirement income planning, aiming to mitigate risk and maximize your financial well-being. Listen now and empower yourself with the knowledge to make informed decisions for a secure retirement. For a personal touch and tailored advice, reach out at 833-707-3030 for a free consultation with Decker Retirement Planning.
  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 398864303 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning 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.
Tune in to the latest episode of Safer Retirement Radio where Brian and Arrin Wray, our Utah-based planner, delve into the pivotal changes brought by the SECURE Act 2.0. They discuss how updates to Required Minimum Distributions (RMDs), annuities, and 401k plans can shape your retirement planning. Dive into the nuances of IRA tax implications, the strategic benefits of Roth conversions, and the importance of professional guidance in tax savings and legacy planning. In this deep diving show, they cover everything from inflation's impact on retirees to the value of Health Savings Accounts and long-term care insurance options. The duo provides a clear path to navigate the complexities of retirement income planning, aiming to mitigate risk and maximize your financial well-being. Listen now and empower yourself with the knowledge to make informed decisions for a secure retirement. For a personal touch and tailored advice, reach out at 833-707-3030 for a free consultation with Decker Retirement Planning.
  continue reading

81 episodes

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