Secure Act 2.0
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 11 January 2023
⏱️ 34 minutes
🧾️ Download transcript
Summary
For the second time in three years, a new law has changed many of the rules about retirement planning. In today's episode, we'll dive into the headline items of this new law and then talk about some of the important pieces that aren't making the news.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin's team at https://www.carrolladvisory.com/
Contact John's team at https://www.rossandshoalmire.com/
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide tax, legal, or financial advice. |
| 0:04.3 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:10.9 | Hey, everyone. |
| 0:11.8 | Welcome to The Big Picture Retirement Show. |
| 0:13.5 | I'm your host, Devin. |
| 0:14.6 | Join today by my co-host, John Ross. |
| 0:17.7 | Howdy? |
| 0:27.1 | John, we've had a few changes in the retirement planning landscape. |
| 0:29.1 | Now, I know we're late to the party here talking about this. |
| 0:31.5 | Everyone else is already talking about it. |
| 0:35.3 | But we wanted to cover some of the things that maybe everyone's not talking about because there are a few headline things within |
| 0:37.5 | this whole Secure Act 2.0 as it's being called that, you know, you're seeing in the Motley |
| 0:43.3 | Fool and Investopedia articles, but there's a few things in there that's not really being |
| 0:47.1 | discussed all that often as well. Yeah, there's some, there's some stuff buried in there that's |
| 0:50.8 | pretty interesting. And I suspect that as time goes by, there's going to be |
| 0:55.2 | more clarifications because some of it is still a little bit ambiguous as to how it's |
| 1:01.1 | going to be applied. Some of it's straightforward, some of it, it's really hard to tell |
| 1:04.9 | exactly how this is going to be applied. I remember when Secure Act 1.0, I suppose, when it passed |
| 1:10.5 | January 1st, 2020 was when it was signed into law. |
| 1:13.8 | Yep. |
| 1:14.1 | It caused a cluster, as we say here in Texas. |
| 1:17.1 | Oh, yeah. |
... |
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