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Secure 2.0 Updates, Spending Culture, & Tax Loss Harvesting (11/11/2023)
Manage episode 383547321 series 3083349
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Jerome Powell's recent statements on Thursday ignite a debate on whether the Federal Reserve should slow down interest rate hikes, exploring the implications of their decisions over the last year. Jeremiah and Nic also cover Required Minimum Distributions (RMDs) and the updates from Secure Act 2.0, effective in 2024, detailing which accounts require RMDs and how to avoid penalties. Additionally, they emphasize the opportune moment to increase payroll 401(k) contributions.
Addressing millennials' financial concerns, including high credit card usage, substantial student loans, and a culture of spending, the hosts contemplate the viability of bonds as an investment. They discuss end-of-year financial moves, such as tax loss harvesting, and engage with listener questions.
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https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Nic Daniels, BFA™, Financial Advisor
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Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
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Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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