Your Financial Pharmacist

YFP 138: What You Need to Know About Retirement Accounts in 2020


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Tim Baker, our own fee-only CERTIFIED FINANCIAL PLANNER™, joins Tim Ulbrich to talk about key retirement and tax numbers for 2020 and the SECURE Act. 

Mentioned on the Show
  • 2020 Key Retirement Tax Numbers to Know - Download the Free Guide
  • Send in Ask a YFP CFP® questions here or to [email protected]
  • APhA2020
  • YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
  • YFP 073: How to Determine the Priority of Investing
  • YFP 074: Evaluating Your 401(k) Plan
  • YFP 075: DIY, Robo or Hire a Planner?
  • YFP 076: Investing Rapid Fire Q&A
  • YFP 096: How to Do a Backdoor Roth IRA w/ Christina Slavonik
  • 2020 Contribution Limits for 401(k), 403(b), Most 457 plans, & TSP
  • 2020 IRA Contribution Limits
  • YFP 019: How Do Health Savings Accounts (HSA) Fit into a Financial Plan?
  • TD Ameritrade: Retirement Changes Coming, Courtesy of the SECURE Act: 5 Things You Should Know 
  • YFP Planning
  • 401(k) Calculator 

 

 

...more
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Your Financial PharmacistBy Tim Ulbrich and Tim Baker

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