The SECURE Act & Your Retirement - Episode 2

02/10/20 • 19 min

Covering the recently passed SECURE Act and its major retirement planning-related changes.

Specifically, we spend time going into the changes to Required Minimum Distributions (RMDs) and the elimination of the Stretch IRA.

Included are some planning considerations and action items.

Here are some accompanying slides.

Thanks for listening.

Visit my website to learn more.

Disclosures

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

Covering the recently passed SECURE Act and its major retirement planning-related changes.

Specifically, we spend time going into the changes to Required Minimum Distributions (RMDs) and the elimination of the Stretch IRA.

Included are some planning considerations and action items.

Here are some accompanying slides.

Thanks for listening.

Visit my website to learn more.

Disclosures

Previous Episode

Welcome to Women's Retirement Radio Podcast - Episode 1

Welcome to the first episode of Women's Retirement Radio.

This is a podcast dedicated to simplifying retirement planning for professional women (and their families) in their 50s and 60s and they think about, prepare for, and transition into retirement.

Stay tuned for future episodes where we'll talk about retirement planning, Social Security, Medicare, retirement income, investment strategy, sustainably supporting your lifestyle, and much, much more.

I'm your host, Russ Thornton, and I look forward to sharing with you in episodes to come.

Thanks for listening.

Visit my website to learn more.

Disclosures

Next Episode

The Tricky Transition to Retirement - Episode 3

There's a lot more to retirement than simply deciding "when" you want to make the transition. And it goes well beyond just the financial considerations, though clearly that's important too.
You should also consider things like:

How you'll spend your time
How your relationships might change and evolve
The psychology associated with the transition from savings to spending
Striking and maintaining a healthy balance between enjoying today while being prepared for tomorrow
Sustainable strategies to create income throughout your retirement
And a whole lot more

Related reading: Are You Retiring to Something?

Thanks for listening. I invite you to subscribe so you won't miss our next episode.

Visit my website to learn more.

Disclosures