Timothy Sumer

Today we're talking about retirement topics to talk with your spouse about. We'll cover the spousal IRA, beneficiaries and how the SECURE ACT changes things in that respect. We'll also talk about other tax considerations you may want to talk with your spouse about so you both enjoy the retirement you envisioned. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA 4 Retirement Topics to Talk with Your Spouse About Retirement is a significant milestone in life that requires

SECURE Act Explained! Retirement Solution? or IRA TAX Grab? (Secure Act 2020) The Secure Act is here, but it is designed to help you plan for retirement or hurt your inheritance? What is the secure act? Video Outline and Time Stamps so you can quickly jump to any topic: • Retirement IRA RMD rules have changed! - 0:37 • More retirement options for part-time employees - 1:14 • Changes to automatic enrollment 401(K) cap - 1:46 • Annuities coming to 401(K)s? - 2:37 • Taxes on inherited IRAs - 2:59 • Exceptions to these rules - 5:58 • Other important provisions of the Secure Retirement ACT - 6:10 • My overall thoughts regarding the secure act - 7:10 Here are some of the key highlights (These are highly summarized) 1. RMD Age (for Some) Pushed Back to Age 72 Right now, those with traditional IRAs have to start taking required minimum distributions (RMDs) by April 1 following the year in which they turned 70 ½. This provision takes effect on January 1, 2020. So, if you’re sla