Sign up to save your podcasts
Or
Share SECURE ACT 2.0 / What You Need to Know
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
SECURE ACT 2.0 / What You Need to Know
IN THIS EPISODE, YOU'LL LEARN:
- SECURE ACT 2.0 Retirement Updates
- How you can convert your 529 plan to a Roth IRA
- ROTH options for SEP/SIMPLE IRAs
- RMD age increased
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog: https://www.fmgwebsites.com/2d219148-cc67-4589-b309-d035ec70225b/blog/secure-act-2-0-an-overview
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
"Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty."
"A Roth retirement account offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth account must be in place for at least five years, and the distributions must take place after age 59 1/2 or due to death or disability. Depending on state law, Roth accounts distributions may be subject to state taxes."
View all episodes
By Stephen JonesIN THIS EPISODE, YOU'LL LEARN:
- SECURE ACT 2.0 Retirement Updates
- How you can convert your 529 plan to a Roth IRA
- ROTH options for SEP/SIMPLE IRAs
- RMD age increased
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog: https://www.fmgwebsites.com/2d219148-cc67-4589-b309-d035ec70225b/blog/secure-act-2-0-an-overview
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
"Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty."
"A Roth retirement account offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth account must be in place for at least five years, and the distributions must take place after age 59 1/2 or due to death or disability. Depending on state law, Roth accounts distributions may be subject to state taxes."