Episode 36: Retirement Planning in the Era of the SECURE Act

Mar 10, 2023

In this episode, Eric and Katie discuss navigating recent changes to your IRA, 401(k) and other retirement accounts.

Here are just a handful of the things that we'll discuss:

  • The SECURE Act of 2019 and the SECURE Act 2.0 are laws passed in Washington to fortify retirement preservation for Americans
  • The SECURE Act laws establish several new provisions that will affect most Americans who are saving for retirement
  • There are 5 main aspects of the SECURE Act that will most likely impact retirement and legacy planning – inheritance planning, RMD age changes, age limitations, catch-up contributions, and small employer retirement plans


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