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Oodles of Financial Advice

Episode 14: Distributions, Exceptions, and Switcheroos.

January 23, 2023 Jeremy Udell Season 1 Episode 15
Episode 14: Distributions, Exceptions, and Switcheroos.
Oodles of Financial Advice
Chapters
0:20
Introduction/Where to Find Jeremy
1:47
SECURE ACT 1.0 VS 2.0, when you’ll have to take money under old and new rules.
7:20
Rules that could help you with enrollment, emergencies, and education payments.
15:21
Interesting new provisions for 529 Plans, Qualified Longevity Annuity Contracts, and Charitable Gift Annuities.
More Info
Oodles of Financial Advice
Episode 14: Distributions, Exceptions, and Switcheroos.
Jan 23, 2023 Season 1 Episode 15
Jeremy Udell

SECURE ACT 2.0 was signed into law at the end 2022. How will the new rules affect your retirement plan? What provisions should you be aware of? Jeremy has some of those answers for you in this episode. 

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Show Notes Chapter Markers

SECURE ACT 2.0 was signed into law at the end 2022. How will the new rules affect your retirement plan? What provisions should you be aware of? Jeremy has some of those answers for you in this episode. 

0:20
Introduction/Where to Find Jeremy
1:47
SECURE ACT 1.0 VS 2.0, when you’ll have to take money under old and new rules.
7:20
Rules that could help you with enrollment, emergencies, and education payments.
15:21
Interesting new provisions for 529 Plans, Qualified Longevity Annuity Contracts, and Charitable Gift Annuities.