• Episode 36: Retirement Planning in the Era of the SECURE Act

  • Mar 10 2023
  • Length: 24 mins
  • Podcast
Episode 36: Retirement Planning in the Era of the SECURE Act cover art

Episode 36: Retirement Planning in the Era of the SECURE Act

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  • Summary

  • In this episode, Eric and Katie discuss navigating recent changes to your IRA, 401(k) and other retirement accounts.

    Key takeaways:

    • The SECURE Act of 2019 and the SECURE Act 2.0 are laws passed in Washington to fortify retirement preservation for Americans
    • The SECURE Act laws establish several new provisions that will affect most Americans who are saving for retirement
    • There are 5 main aspects of the SECURE Act that will most likely impact retirement and legacy planning – inheritance planning, RMD age changes, age limitations, catch-up contributions, and small employer retirement plans
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