SECURE ACT 2.0 – What You Need To Know

Today we are talking about the recent legislation that was passed known as the SECURE ACT 2.0, we cover our approach to financial planning around the ever-changing legislative landscape, what unique financial planning opportunities the SECURE ACT 2.0 presents, and how you can fold this into your financial plan.

Rules are always changing in Washington. Since Covid, there’s been the Care’s Act, Inflation Protection Act, Secure Act, and now you’ve got the Secure Act 2.0, and all of them impact retirees and potential retirees.

Here are a few topics we will cover:

• Sunset Provisions
• ROTH Options
• RMD’s – Checking the new rules
• Penalties

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

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What To Do With Extra Savings

In today’s episode, we will be talking about what to do when you have extra savings. We will discuss how to think through the different trade-offs and balancing those with your financial goals, how to approach paying down debt and more.

The problem everyone wants to have – extra savings! We will be discussing what accounts and considerations you should have if you have extra savings.

Here are a few topics we will cover:

• Ongoing Savings vs Lumpsums
• Being Retired vs Still Working
• Emergency Funds
• Interest Rates
• 529 Plans

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | Amazon Music | Android | iHeartRadio | Blubrry | RSS