When it comes to taxes, some legislations can feel incredibly complex to the average American, such as the recently passed SECURE Act 2.0 — which was 4,000 pages long!
But don’t worry.
In this episode, J. Barry Watts highlights the key changes in this new legislation and breaks down how they affect people who have IRA accounts, 401(k)s, or other types of qualified retirement plans.
Barry discusses:
- What you need to know about taking required minimum distributions (RMDs) in 2023
- How SECURE Act 2.0 helps people with low retirement savings “catch up” faster
- A new rule that allows you to rollover unused 529 plans — and key caveats to keep in mind
- Major changes relating to 401(k) plans only
- And more
Connect With Barry Watts:
- Schedule an Introductory Call
- PriorityCare@WealthCareCorp.com
- 800-278-1755
- WealthCareCORP.com
- LinkedIn: J Barry Watts
- LinkedIn: WealthCareCorporation
- Twitter:@jbarrywatts
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.