"How will the Secure Act affect me?" This is a common question we are hearing from retirees, so in this episode, we tackle some of the primary changes the Secure Act 2.0 has introduced, as well as their impact to your retirement.

Loren discusses:

• Changes to the starting age in which distributions from retirement accounts are required, as well as how to push this back even further to age 85 in some cases
• Reduction of penalties
• How those still working will have more flexibility both in the amount they contribute and situations in which they can withdraw retirement funds early if needed
• A new option to roll 529 plans into a Roth IRA
• What will this cost Americans?

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Resources From Today's Show:

Rearview vs Windshield Tax Planning

Kiplinger Article- SECURE Act 2.0 Changes

Additional Resources:

What is a Fiduciary?

About Me

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

Additional Resources Discussed on the Show