ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Episode Synopsis "Episode 34: The Secure Act 2.0"
Required Minimum Distribution changes to age 73 and will move to age 75 in 2033. The Required Minimum Distribution penalty of 50% decreased to 25% and possibly down to 10%. Catch-Up contributions have increased and will increase even further for those 60-63 in 2024. 529’s that have remaining balances can now be rolled to a Roth IRA for the beneficiary. There is still clarification on some things coming down the pike.
Listen "Episode 34: The Secure Act 2.0"
More episodes of the podcast Retirement DNA
- Episode 39: The Debt Ceiling and What It Means for Americans
- Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement
- Episode 37: Why You Should Separate Income and Growth
- Episode 36: How to Increase Your Confidence through Retirement
- Episode 35: How to Retire and Aim for The Same Standard of Living
- Episode 34: The Secure Act 2.0
- Episode 33: Three Opportunities In Today’s Market
- Episode 32: How To Win When The Market Is Down
- Episode 31: The Power of Zero
- Episode 30: Reasons to Start Social Security Early Takeaways
- Episode 29: Diversify Tax Efficiently and Cash Alternatives
- Episode 28: 3 Biggest Retirement Fears
- Episode 27: What Are Retirement Risks?
- Episode 26: Why You May Need to Update Your Plan
- Episode 25: Is Retirement Tax-Free?
- Episode 24: The Three Levels of Advisors and How They Are Different
- Episode 23: Why You Should Pay Tax Now, Instead of Later
- Episode 22: Pay Less Tax
- Episode 21: Don’t Ignore Life Insurance
- Episode 20: Achieving Financial Success
- Episode 19: How Will Taxes Impact Your Investments
- Episode 18: When Should I Take Social Security
- Episode 17: Two Retirements, Two Outcomes
- Episode 16: Should I Pay off My Mortgage
- Episode 15: Mutual Funds and ETF’s
- Episode 14: How Much Money Do I Need To Retire?
- Episode 13: The Spousal Tax Trap
- Episode 12: RMD's in 2021
- Episode 11: Asset Location and the Role it Plays in Portfolio Success
- Episode 10: Will the Election Affect My Financial Plan?
- Episode 9: Why IRA’s Are Bad During Retirement
- Episode 8: Four Things To Check Now
- Episode 7: The SECURE Act
- Episode 6: Personal Benchmark
- Episode 5: Investment Planning
- Episode 4: Estate Planning
- Episode 3: Tax Planning
- Episode 2: Income Planning
- Episode 1: Intro to Duane Johnson Group
In God we trust