financial planning couple

Episode 40: The SECURE Act

Jan 6, 2020

Nate discusses the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) and how it could affect retirees come tax time.

Here are just a handful of the things that we'll discuss:

  • What will happen now at age 70 ½ and 72?
  • Contributing to Roth and Traditional IRA in retirement
  • Stretch IRA and the new 10-year rule
  • Taxes and Estate Planning
  • Itemizing Deductions and QCD’s

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