Wealth on Purpose

Episode 9: How Does the Secure Act Affect Me?

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In this episode of Wealth on Purpose, hosts Brian Hartmann, CFP® and Brian Diffily share their Top 5 takeaways & impacts of this legislation in an easy-to-understand format. See how the changes brought about by the Secure Act can affect your retirement.


Key Topics:

  • Secure Act adjustments to the age for required minimum distributions (RMDs)
  • Updates on catch-up contributions to retirement plans
  • New tax credits for small businesses starting 401(k)s
  • Changes to 529 plans allow for more flexibility
  • Major alterations to the rules around inheriting IRAs and the introduction of a 10-year distribution rule
  • Strategies for optimizing retirement income in light of the new RMD ages
  • The impact of the Secure Act 2.0 on estate planning and inheritance strategies


    • Connect with us: 

    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth
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      Wealth on PurposeBy Brian Diffily and Brian Hartmann