In this episode, advisor Danielle Woods joins Emily and Amanda to discuss the new tax and retirement-savings law called SECURE ACT 2.0 passed in December of 2022. Find out how these new provisions impact your savings and tax-planning strategies.
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Treasury Secretary Janet L. Yellen said she had begun using accounting maneuvers to keep the United States from defaulting on its debt.
Young people want to save for their futures, but balancing priorities has proved challenging during a time of economic instability.
- Danielle referenced a blog post Amanda did about compounding - that was actually a webinar we gave in December of 2022: New Year Tactics: Why Your Financial Plan Needs an Overhaul Now
- SECURE 2.0 Act of 2022 made significant changes to the American retirement system. This episode barely breaks the surface of all of the revisions. A summary text of all the changes can be found here.
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