It’s Sunday, which means...It’s recap time!
This week, I talked about
Here’s what I covered in each episode this week:
Removal of the age cap on IRA contributions
RMD age increasing to age 72 and what you might want to do about it
How the SECURE Act just blew up the rules for inherited IRAs - there was so much to digest in that one that I split it over 2 days
And lastly, yesterday I talked about how certain part-time workers will now be eligible for your 401k plan at work.
Hopefully, after listening to the One Minute Retirement Tip this week, you have a better understanding of the SECURE Act and how it will impact the financial planning & estate planning choices that you make as you plan for and transition into retirement.
If you missed any of these episodes or if you want to revisit any of them, you can find them on iTunes, Spotify, or Google Play by searching for the “One Minute Retirement Tip with Ashley”.
Tomorrow, we are starting a brand new theme: “Would you rather”...We all have limited resources and we often need to make decisions about tradeoffs in retirement, so next week I’ll help you explore some of the more common trade-offs in retirement through a fun game of would you rather...Like, would you rather work longer so you can save more and grow your retirement nest egg, or retire now but live on less in retirement. We’ll explore this question and others like it next week.
That’s it for this week! Thanks for listening and I hope you have a blessed Sunday!
My name is Ashley Micciche and this is the “One Minute Retirement Tip”.
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