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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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  1. All Episodes
  2. Four Ways SECURE Act 2.0 Might Impact Your Retirement

Four Ways SECURE Act 2.0 Might Impact Your Retirement

Mar 17, 2023

Secure Act 2.0 is the most recent amendment to the Secure Act of 2019, and it promises to have a major impact on retirement planning. This new legislation contains a long list of provisions and changes, but we've identified a short list that will impact many people preparing for retirement.  In this episode, we'll take you through those four changes and explain how they might affect your financial future.

 

Here are a few of the things we discuss in this episode:

  • 1:15 – RMD age pushed back again to 73 and eventually 75.
  • 3:09 – Special catch-up contribution
  • 4:31 – Opportunity to move money from a 529 to a Roth
  • 6:27 – Getting a company match by paying off student loans
  • 10:24 – CEO’s Corner with Joel Johnson on early retirement
  • 17:11 – A Women’s Word with Heather Atkins

 

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