RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving.

[02:58] Biden Signs SECURE Act 2.0 Into Law

[04:42] What the SECURE Act 2.0 Means for Retirement Plans

[07:19] RMD Age Pushed to Age 73 Starting in 2023

[09:35] What to Expect from the New RMD Distribution Rules

[11:50] How the SECURE Act 2.0 Makes 529 Plans More Valuable

[13:06] How to Use and Get the Most Out of 529 Plans

[15:35] Exciting New Changes Coming To 529 Plans

[19:01] Advantages of Seeking Professional Financial Advice

[21:04] Understanding Employer-sponsored Retirement Accounts

[25:35] SECURE 2.0 Act and Student Loan Matching

[27:20] Retirement Planning Penalties to Avoid

[29:25] The Best Tool for Funding Charitable Giving

[32:02] The Retirement Savings Lost & Found Department

[34:47] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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