032 - How Will the SECURE Act Impact You?
01/29/20 • 27 min
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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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
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
Previous Episode
031 - Should I Leave My Financial Advisor for Vanguard?
On this week's episode: Should I leave my financial advisor?
- What are your options?
- Balanced Mutual Fund
- Robo Advisors
- Traditional Financial Advisor
- Vanguard's Advisor Alpha
- What we believe a great financial should do: The 4 C's
- Competence
- Coaching
- Continuity
- Convenience
- There is a spectrum of advice .... what is right for you?
- Don't overpay for the level of advice you want
- Ex: Pay 1% of investment management when you can get investment management for .25%
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
Next Episode
033 - What Are the Most Important Things to Focus on in Personal Finance?
On this week's episode: What can I really control in my financial life?
- What can't I control?
- What can I control?
- Savings Rate
- Mindful spending
- Asset Allocation
- Asset Location
- Investing in my career
- Creating a financial plan
- Having the proper insurance
- Optimizing cash flow and taxes
- Having an estate plan in place
- Treating planning as a process, not a thing
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
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