EvoFi: A Finance Podcast for Humans

Episode 31 - What to Know about SECURE 2.0 (Part 1)


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How did the SECURE Act 2.0 change planning for early retirement years? In this episode, Stephen Fletcher joins host John Clair in a discussion about how SECURE 2.0 did and - just as importantly - did not change age-related rules, such as required minimum distributions (RMDs) and qualified charitable distributions (QCDs).

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EvoFi: A Finance Podcast for HumansBy Evolution Advisers

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