The Independent Advisors

Episode 34: The SECURE Act with Ashby Daniels

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Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode:

- Ashby’s background

- The SECURE Act:

  • Elimination of the Stretch IRA provision in favor of the 10 year distribution rule
  • RMD Age moved back from 70.5 to 72
  • Contributing to a Traditional IRA beyond 70.5 if still working

    • - Ashby’s favorite financial planning tips

     

    Where to find Ashby:

    Blog: The Retirement Field Guide: https://retirementfieldguide.com/

    Twitter: @DanielsAshby

     

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    The Independent AdvisorsBy Mark McEvily
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