In the first couple months of 2023, one of the things we’ve been trying to do is highlight how the newest tax rules affect you. A lot of people have been wondering what exactly Congress was thinking with some of those new tax rules.

However, there were some welcomed changes from Congress with the SECURE Act 2.0. How does the SECURE Act 2.0 compare to the SECURE Act? America’s IRA Expert Ed Slott joins Dean Barber on The Guided Retirement Show to help explain the ins and out of the SECURE Act 2.0.

In this podcast interview, you’ll learn:
• How the Original SECURE Act Was a Game-Changer for Retirement • Planning and Legacy Planning.
• What’s New with the SECURE Act 2.0?
• Why Roth Accounts Are Even More Advantageous Now
• How to Clear Up the RMD Age Confusion

Show Notes and Transcript: [ Ссылка ]

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Introduction: 00:00
Impact of the "OG" SECURE Act: 01:45
What Is the SECURE Act 2.0: 04:54
Employer Roth Match: 11:04
Increased Limits to Retirement Accounts: 13:41
The Widow's Penalty: 15:07
Let's Talk RMDs: 16:35
Roth Conversions: 19:00
Other Items in SECURE 2.0: 26:26
Conclusion: 30:54

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