Ironclad Retirement

Unpacking the Secure Act and What it Means to You

Episode Notes

Bestselling Author and Retirement Planning Expert, Matt Richman, gives a high-level overview of the SECURE Act and SECURE Act 2.0, focusing on practical implications instead of tax-code jargon. He covers new RMD ages, the 10-year rule for most inherited IRAs, expanded Roth features at work, and the powerful new ability to roll some unused 529 plan funds into a Roth IRA for the beneficiary.