4 Ways the Secure Act 2.0 Would Change Retirement Planning
Retirement Talk Podcast with Laura Stover
English - May 28, 2021 10:00 - 28 minutes - 39.2 MB - ★★★★ - 38 ratingsInvesting Business 401k business lifestyle ohio radio retired retirement financial investtalk laura Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Over the last few years, Congress has introduced new legislation that impacts your retirement and how you should be planning for it. In 2019, the Secure Act was passed, but Congress is at it again and has recently drafted the Secure Act 2.0.
In today’s episode, we’re discussing the impacts that the Secure Act 2.0 may have on your retirement planning and what to look out for if it’s passed.
Review the article mentioned in today’s show >>
Show Notes
Intro (:00 – :38)
About the Secure Act 2.0 (1:18)
History of the Secure Act (5:32)
Four Key Ways the Secure Act 2.0 Will Impact Retirement Planning (12:40)
Raising the catch-up contribution limits (13:27) Require 401k and 403B and Simple Plans to Automatically Enroll Participants Upon Becoming Eligible (17:06) Increase the Required Minimum Distribution Age (22:00) Expanding Use of After-Tax Contributions to Roth Accounts (23:45)Links:
Weekend Read: redefiningwealth.info
Financial Checklist Challenge: redefiningwealth.info/checklist or call 866-633-0955
Text Knowledge to 474747