395 Secure Act 2.0: The Changes You Need To Know

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395 Secure Act 2.0: The Changes You Need To Know

As we ring in the new year, it’s a good time to review the rules for required minimum distributions (RMDs). RMDs are an important part of retirement planning, and understanding the requirements can help you make the most of your retirement cash-flow strategy. In today’s podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022.

Jason’s new book is now available exclusively on Amazon.

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By Jason Parker|2023-01-27T16:47:23-08:00January 27, 2023|

About the Author: Jason Parker

I have a passion to help educate and inspire retiree’s to take action to achieve clarity, confidence and freedom in their retirement. I am the author of Sound Retirement Planning, the host of Sound Retirement Radio and the President of Parker Financial LLC.

Helping with a retirement plan designed to achieve clarity, confidence and freedom.

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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.

395 Secure Act 2.0: The Changes You Need To Know