Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Secure Money Advisors and Brian Quaranta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Secure Money Advisors and Brian Quaranta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 206 - Navigating Secure Act 2.0 Provisions

27:03
 
Share
 

Manage episode 389096331 series 1395348
Content provided by Secure Money Advisors and Brian Quaranta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Secure Money Advisors and Brian Quaranta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on On the Money with Secure Money, Brian Quaranta provides valuable insights for planning retirement under the new provisions for the Secure Act 2.0. *A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
  continue reading

216 episodes

Artwork
iconShare
 
Manage episode 389096331 series 1395348
Content provided by Secure Money Advisors and Brian Quaranta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Secure Money Advisors and Brian Quaranta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on On the Money with Secure Money, Brian Quaranta provides valuable insights for planning retirement under the new provisions for the Secure Act 2.0. *A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
  continue reading

216 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play