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Secure Act 2.0
Manage episode 352234961 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://player.fm/legal.
Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, India’s future, and how fund flows affect mutual fund performance. Finally, learn if CDs, money markets, and short-term treasuries are currently a safe bet.
Find it Fast: Secure Act 2.0Headlines: 00:40—Secure Act 2.0 and RMDs 03:48—529 Plan conversion into a Roth IRA 08:33—401(k) and Roth Something or Nothing:11:00—Is the Fed pivoting? 13:20—Defense startup Anduril 16:10—Missing people in Japan
Tossup:19:02—Living to age 100 22:50—India’s future
Mailbag Questions: 28:02—Do mutual fund flows matter to performance? 30:50—Are CDs, money markets, and short-term treasuries safe?
Listen in to Your Money Momentum published twice monthly. If you like this podcast, listen in to our previous podcast Bold Predictions and Hot Takes for 2023.
The Your Money Momentum podcast is produced by: Pamela Engstrom
90 episodes
Share
Manage episode 352234961 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://player.fm/legal.
Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, India’s future, and how fund flows affect mutual fund performance. Finally, learn if CDs, money markets, and short-term treasuries are currently a safe bet.
Find it Fast: Secure Act 2.0Headlines: 00:40—Secure Act 2.0 and RMDs 03:48—529 Plan conversion into a Roth IRA 08:33—401(k) and Roth Something or Nothing:11:00—Is the Fed pivoting? 13:20—Defense startup Anduril 16:10—Missing people in Japan
Tossup:19:02—Living to age 100 22:50—India’s future
Mailbag Questions: 28:02—Do mutual fund flows matter to performance? 30:50—Are CDs, money markets, and short-term treasuries safe?
Listen in to Your Money Momentum published twice monthly. If you like this podcast, listen in to our previous podcast Bold Predictions and Hot Takes for 2023.
The Your Money Momentum podcast is produced by: Pamela Engstrom
90 episodes
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Similar to Your Money Momentum
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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continue reading
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…
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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.
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
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