All Episodes

March 8, 2023 20 mins
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
Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

The Nikki Glaser Podcast

The Nikki Glaser Podcast

Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.