Ep. 138: Secure Act 2.0 Incentives and Penalties
Jul 18, 2023•20 min•Ep. 138
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Episode description
You've heard time and time again that the Secure Act 2.0 brought major reform to longstanding retirement planning, and with the help of a special guest, the guys will tie a bow on this miniseries. This week, they're also discussing a valuable vehicle for college savings, new challenges with estate planning, and the new required minimum distribution age extension and penalties.
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