Investing

Monthly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners. With CFP Nikki Earley of Money & Clarity, based in Cincinnati, Ohio.

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Ep 166: Secure Act 2.0 - What You Need to Know

July 29, 2021

The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future.

Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/07/ep-166-secure-act-2-0-what-you-need-to-know/

What we discuss on this episode:

1:02 – Summer update

2:55 – Background on the SECURE Act

3:46 – RMD age increase even further

6:17 – Auto-enroll into 401k

8:00 – Catch-up contributions could increase

10:11 – Matching contributions on student loan payments

12:18 – National 401k database