Solving the Important Questions in Your Financial Life

Four Ways The SECURE Act 2.0 Might Impact You
byNathan O’ Bryant

On today’s show, Nathan goes over some of the key changes in the SECURE Act 2.0 that you’ll want to be aware of and discuss how to adjust accordingly. Make sure to talk with your financial advisor about what this means for your financial plan.

 

Here are some ways the Secure Act might impact you in the future:

  • RMD age has changed. (1:54)
  • Qualified charitable distributions can help. (4:53)
  • Special catch-up contributions were added. (9:59)
  • Employers can match 401(k) contributions on student loan payments. (10:21)
  • 529 plans can transfer into a Roth IRA. (12:46)
  • Employers can match a Roth 401(k) contribution. (18:36)

 

For more, visit us online: http://thefinancialanswer.com 

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Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

obryant_associates-7364

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net

GET IN TOUCH

1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net