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Secure Act 2.0

Jan 20, 2023
Secure Act 2.0 concept depicted with young female dropping a coin in a piggy bank while cheering.
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Global Wealth Advisors Financial Planning and Investment Management

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, India’s future, and how fund flows affect mutual fund performance. Finally, learn if CDs, money markets, and short-term treasuries are currently a safe bet.

Find it Fast: Secure Act 2.0

00:40—Secure Act 2.0 and RMDs
03:48—529 Plan conversion into a Roth IRA
08:33—401(k) and Roth

Something or Nothing:
11:00—Is the Fed pivoting?
13:20—Defense startup Anduril
16:10—Missing people in Japan

19:02—Living to age 100
22:50—India’s future

Mailbag Questions:
28:02—Do mutual fund flows matter to performance?
30:50—Are CDs, money markets, and short-term treasuries safe?

Listen in to Your Money Momentum published twice monthly. If you like this podcast, listen in to our previous podcast Bold Predictions and Hot Takes for 2023.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

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