Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
Episodes
Saturday Feb 18, 2023
Saturday Feb 18, 2023
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Much like the original version a few years earlier, this piece of legislation made a long list of retirement planning changes, many of which will impact the people we work with in the Philadelphia area.
Here’s some of what we’ll discuss in this episode:
- What Anthony has been up to personally and professionally during the podcast break. (0:31)
- The age to start taking required minimum distributions (RMDs) is being pushed back again. (5:40)
- The option to roll 529 money into a Roth. (9:58)
- Employees still paying down their student loan will be eligible for their company 401(k) match. (12:47)
- The Roth option for retirement accounts. (14:25)
- Should you start converting as much of your IRA to Roth as you near retirement? (17:23)
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