Welcome back to Retirement Starts Today Radio! Today we have an extra special episode for two reasons.

Today, you’ll finally meet our newest advisor, Bret Mulvaney. He joins me today to discuss the most recent legislation regarding tax and retirement planning.

This entire episode is dedicated to reviewing the Secure Act 2.0. Listen in to learn what’s changing in retirement planning and how the Secure Act 2.0 will change your retirement tax situation.

Outline of This Episode

[2:12] The age for RMDs is changing
[7:58] Qualified Charitable Distributions have not changed
[10:35] Roth 401k or 403b no longer needed RMD
[12:00] An update to 529 plans
[16:58] Key takeaways

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Breaking News - Secure Act 2.0, Ep #279