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Accumulating Wealth

Ep. 138: Secure Act 2.0 Incentives and Penalties

18 Jul 2023

Description

You've heard time and time again that the Secure Act 2.0 brought major reform to longstanding retirement planning, and with the help of a special guest, the guys will tie a bow on this miniseries. This week, they're also discussing a valuable vehicle for college savings, new challenges with estate planning, and the new required minimum distribution age extension and penalties.  LINKS: cainwatters.com Submit a Question Facebook | YouTube

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