Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Secure 2.0 Is Giving Us More Stuff
01:52 • 2min
Do I Want Roth Dollars?
03:46 • 3min
Directed IRAs
06:25 • 1min
Auto Enrollment for 401K Plans - What's Going to Be Happening?
07:42 • 2min
The Biggest Tax Credits to Set Up a 401K
09:44 • 2min
401K Match - Part-Time Workers Now More Efficiently Qualified
11:50 • 1min
Solo 401Ks
13:16 • 3min
What Is RMD?
16:35 • 4min
No RMD in Roth 401Ks Starting in 2020
20:18 • 2min
Self-Directed IRAs - Is the Prohibited Transaction Rule in the Senate Bill?
22:41 • 2min
EPCRS - I Did a Mistake, but Give Me Immunity
24:40 • 4min
IRA Tips - You Can Still Make 2022 Contributions
28:18 • 5min
The Backdoor Roth IRA Strategy for 50 Year and Older
33:01 • 2min
Roth IRAs, Simple IRA, and Employer Matching - What's New?
34:42 • 4min