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#20 The Taxes They are A-Changing Thumbnail

#20 The Taxes They are A-Changing

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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Links Mentioned

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.

  • 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.

Connecting the Dollars podcast and additional resource links are for informational purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Propel Financial Advisors cannot guarantee that the information herein is accurate, complete, or timely. Propel Financial Advisors makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Propel Financial Advisors may change their outlook at any time.