SECURE Act 2.0: What You Need to Know (Part 2)

In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that impacts almost every tax-advantaged investment vehicle. Listen along as these advisors cover the changes in the law with regard to Roth IRAs, Inherited IRAs, Roth 401(k)s, 529s, and RMDs. Pauls explains why investors should be slow to let taxes control their investing strategy, but he also explains why you should also be diversified from a tax perspective.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.