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032 - How Will the SECURE Act Impact You?

032 - How Will the SECURE Act Impact You?

Published 6 years, 4 months ago
Description

On this week's episode:  What changed with SECURE Act?

  • Required Minimum Distributions (RMD) 
    • Pushed to age 72
  • IRA Contributions
    • No longer an age limit
  • Non-spouse Inherited IRAs
  • Small Business Retirement Plans
  • Other provisions
    • Beware of annuities in 401(k)s!
  • College Changes

Super Geeky Detail if you want more! Thank you Jeff Levine

LET'S CONNECT!

James

Scott

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