What's the SECURE Act Mean to you?
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to Cart failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from wishlist failed.
Please try again later
Adding to library failed
Please try again
Follow podcast failed
Please try again
Unfollow podcast failed
Please try again
What's the SECURE Act Mean to you?
-
Narrated by:
-
By:
About this listen
During this 18th episode of the Simplifynance Podcast, host Rachel Stewart discusses the SECURE Act, what it means, and what parts might be relevant at this stage in life.
Episode Highlights:
- What is the SECURE Act and when it passed
- Company retirement plans now include part time employees
- Penalty free withdrawals for expanding families
- Life stage cash flow restrictions and credit card thoughts
- Using leftover funds from 529 plans
3 Key Points:
- The SECURE Act is a law that aims to strengthen someone’s ability to prepare for retirement.
- It’s crucial to work with an advisor BEFORE making withdrawals from retirement funds to cover newborn expenses.
- 529 account owners can actually withdraw up to $10,000 tax-free for to pay down qualified education loans on behalf of the beneficiaries.
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
No reviews yet