EP 93: SECURE Act 2.0 Retirement Plan Improvements

With new legislation comes new opportunities… and sometimes hurdles. That’s why it’s vital we stay diligent in keeping up with the financial-related topics being tossed around in Congress. Sure, some Laws or Acts never end up seeing the light of day. But today’s retirement plan-specific proposals have received almost unanimous bi-partisan support positioning them as highly likely to pass later this year.

We’re talking about the SECURE Act 2.0 and all of the very EP-specific changes it contains on today’s episode.


Topics Discussed:     
  • Who has the best performing accounts.
  • The importance of staying up to date on what could impact your finances.
  • What the RISE and Shine Act is.
  • How this can lead to tax reductions.
  • How student loans could possibly be impacted.
  • The positive changes that are happening.
Resources Mentioned:

Tags

planning, financial planning, ER doctor, doctors, finances, SECURE Act, Roth IRA,

by 
Scott Wisniewski, EA