119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 20 March 2020
⏱️ 16 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
This week's retirement reading is from Financial Advisor Magazine, titled Postmortem Tax Planning For IRA Distributions After The SECURE Act. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/119
Show Notes: Howardbailey.com/119
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven |
| 0:33.4 | by meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.5 | with some of today's most successful retirees and experts in the field of finance. |
| 0:46.4 | These strategies can help make you better financial decisions so you can live the lifestyle |
| 0:52.4 | you've always imagined and deserve. |
| 0:55.6 | Welcome to the show. |
| 0:59.0 | Hey, what's up, y'all? |
| 1:00.4 | This is Casey Wee. |
| 1:01.4 | Joining me as my good friend, co-host, Marshall Johnson, for these weekend reading for retirees specials. |
| 1:08.4 | So this is our weekly edition where we do this every single Friday. We go back |
| 1:13.5 | into our weekend reading email. So every single Friday, we send out four articles on trending |
| 1:18.5 | topics in the retirement space. So that could be on anything to tax planning, estate planning, |
| 1:24.3 | investment planning, you know, whatever's going on that might affect your bottom line in retirement. We send you four articles with commentary for myself so you can stay up to date and |
| 1:32.2 | make good decisions about your retirement. And you can sign up for that at retire with purpose.com. |
| 1:37.6 | We're going to spotlight one of those articles right now from Financial Advisor magazine titled |
| 1:42.6 | Post Mortum Tax Planning for IRA distributions after the Secure Act. |
| 1:48.0 | And you can find a link to this article right there in the show notes on your Apple device, |
| 1:53.6 | or you can go to retire with purpose.com and grab the show notes right there. Again, link to this |
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