Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA covers the nuances of the Secure Act 2.0 legislation including impacts on inherited IRAs, 529 plans, qualified charitable distributions, and required minimum distributions. Discussing how the changes like higher QCD limits, conversion of 529 funds to Roth IRAs and a pushed-back RMD age can benefit savers through strategies like Roth conversions, social security claiming and tax planning.
The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees.
This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results.
Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors.
Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.
