The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans. In this episode, Robert Curtiss shares key highlights from the SECURE Act 2.0 and how you can use the new provisions to save in taxes, contribute more effectively to your retirement accounts, and improve your overall retirement picture. Rob discusses: - How’s the SECURE Act 2.0 impacting required minimum distributions (RMDs) - When you might be able to accelerate your retirement savings - Legislative changes starting in 2024 (which you should start thinking about now) - Major changes around 529 plans, catch-up contributions, and Roth conversions - And more! Resources: The Guide You Need to Take Advantage of Your retirement planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13) Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA... ( r...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)