The Secure Act makes its return on today's episode. The Securing A Strong Retirement Act, or SECURE Act 2.0 as we like to call it, has strong bipartisan support and could become law by the end of the year. Brian will break down for us his top 4-5 takeaways for retirement planners and isolate what you should specifically have your eyes on. We'll touch on automated contributions, employer match Roth 401(k) options, delaying the RMD age (again), and the overall Rothification of the investing landscape.

Ep #3: Right Stuff - Right Place

As with many people planning for retirement, its' likely that you've got a lot of the right things, but they may not be in exactly the right place. Brian talks about a very simple step you can take to optimize your investments as you build your retirement portfolio.

Podcast BrianBrian DoeAugust 8, 2019Livingworthstretch ira, secure act, congress, retirement, georgia

Ep #2: The Stretch IRA's Fate Hangs In The Balance

The Stretch IRA has been a useful financial planning tool for many years. But new legislation making its way through Congress might cause its demise (see the SECURE Act). We'll ask Brian Doe about the implications of the legislation and why you might need to be concerned if you haven't taken the proper steps to guard against this new development.

Make the Dough rise
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With Brian Doe, CFP®

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Make the Dough rise Podcast

With Brian Doe, CFP®

Make the Dough rise
Podcast