Скачать с ютуб Why the SECURE 2.0 Act Matters More Than Ever | Your Life Simplified в хорошем качестве

Why the SECURE 2.0 Act Matters More Than Ever | Your Life Simplified

On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever. 00:00 Introduction     00:52 Importance of SECURE 2.0 Act 01:50 The Effect on Retirement Accounts 03:42 Changes in the IRS Tax Code 05:55 The Ten-Year Rule 07:25 Charitable Remainder Trust 09:26 Check Your Beneficiary Designations 10:13 Methods for Taxable Estates 12:52 Key Takeaways 13:20 Leaving Your IRA to Your Children 14:10 Outro & Disclosures How to pass assets most efficiently                          #FinancialPlanning #WealthManagement #WealthPlanning                             For more information, please visit us online at https://www.marinerwealthadvisors.com...                              Subscribe and listen to our podcast, Your Life Simplified                              Apple Podcasts - https://podcasts.apple.com/us/podcast... Spotify - https://open.spotify.com/show/2vZ0s75...                              CONNECT WITH US ON SOCIAL                              LinkedIn:   / accessmariner   Facebook:   / accessmariner   Twitter/X:   / accessmariner   YouTube:    / @accessmariner   Instagram:   / accessmariner                       ===================================================================================                                         These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.                              Disclosures: https://www.marinerwealthadvisors.com...