DiscoverChooseFI421 | Secure Act 2.0 Deep Dive | Sean Mullaney
421 | Secure Act 2.0 Deep Dive | Sean Mullaney

421 | Secure Act 2.0 Deep Dive | Sean Mullaney

Update: 2023-01-23
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Description

In this episode: taxes, the secure act 2.0, the best news, roths, 529's, catch-up contributions, and the new options you have.

On December 29th 2022, Joe Biden signed into law the Secure 2.0 Act. As this law may have ramifications on your retirement tax planning, to stay ahead of the curve we decided to have The FI Tax Guy Sean Mullaney back on the show to discuss what this law is and ways one may be able to approach and utilize it going forward with there retirement planning. While laws and regulations may change, staying prepared and aware can keep us worry free as we prepare for the tail end of our FI journey!

The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.

Sean Mullaney:

Timestamps:

  • 1:25 - Introduction
  • 2:55 - The Most Important Change and The Best News
  • 14:19 - More Roth Options
  • 27:05 - The Backdoor Roths And Catch-Up Contributions
  • 31:46 - New Options For 529's
  • 42:27 - Conclusion

Resources Mentioned In Today's Episode:

More Helpful Links and Resources:

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421 | Secure Act 2.0 Deep Dive | Sean Mullaney

421 | Secure Act 2.0 Deep Dive | Sean Mullaney