The Guided Retirement Show

083: Understanding the SECURE Act 2.0 with Ed Slott


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In the first couple months of 2023, one of the things we’ve been trying to do is highlight how the newest tax rules affect you. A lot of people have been wondering what exactly Congress was thinking with some of those new tax rules.

However, there were some welcomed changes from Congress with the SECURE Act 2.0. How does the SECURE Act 2.0 compare to the SECURE Act? America’s IRA Expert Ed Slott joins Dean Barber on The Guided Retirement Show to help explain the ins and out of the SECURE Act 2.0.

In this podcast interview, you’ll learn:

  • How the Original SECURE Act Was a Game-Changer for Retirement Planning and Legacy Planning.
  • What’s New with the SECURE Act 2.0?
  • Why Roth Accounts Are Even More Advantageous Now
  • How to Clear Up the RMD Age Confusion

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/83

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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