ER Doc Advisor - Financial Planning & Taxes for Emergency Physicians

EP 118: Ringing in the New Year with Major Tax Law Changes - Pt. 1

The Secure Act 2.0 is now Law. The legislation provides a slew of changes that could help strengthen ER Doc’s financial readiness for retirement. That’s IF these changes are understood and capitalized on. So often we see missed opportunities within the finances of ER Docs and new additions only further complicate things.

On today’s episode, we’ll summarize some major (mostly) Roth-related changes found in this 4,000 page Secure Act 2.0 bill.

Topics Discussed:     
  • The bill that was passed at the end of the year and what it’s all about.
  • Changes to required minimum distributions (RMDs).
  • How your Roth may be affected by these changes.
  • The big picture of what they are doing with these changes.
  • The importance of doing what works for you.

Resources Mentioned:


New Year, tax law, ER doctors, tax laws changes, retirement, Secure Act 2.0, retirement planning, RMDs