Year-End Planning With Ed Slott Part Two
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 30 October 2022
⏱️ 12 minutes
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Summary
Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:05.6 | It's Sunday, October 30th, and this is the second part of our interview with Ed Slot. |
| 0:11.0 | He is the IRA expert. |
| 0:12.6 | He is a CPA. |
| 0:13.6 | He is a wealth of wisdom is what he is. |
| 0:17.4 | And his website is IRA help.com. |
| 0:20.2 | Tons of information there that is really helpful for us. |
| 0:24.3 | And he's always been a great friend of the program and joins us every year at this time |
| 0:29.6 | to be focusing us on what needs to happen in our financial lives as we approach the end |
| 0:35.0 | of the year. |
| 0:36.2 | So today we're going to talk about the Good Old Secure Act and some deadlines that you |
| 0:41.3 | may want to keep in mind. |
| 0:42.8 | Here is part two of our interview with Ed Slot. |
| 0:46.8 | Secure Act 2.0. |
| 0:49.2 | It seems to me that both bills are going to start to allow people to put more money into |
| 0:58.1 | retirement accounts like the catch up contribution. |
| 1:01.3 | That seems to be going up in both of these bills at some amount. |
| 1:05.5 | All of the different plans want you to delay your first required minimum distribution |
| 1:11.6 | age to 75 but some get there slower, some do it all at once. |
| 1:16.2 | And then they would index the QCD for inflation. |
| 1:21.2 | What else am I missing on this whole thing? |
| 1:22.8 | Now that's a big thing and more pushing to Roth IRAs. |
... |
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