podcast

RetireReady Podcast 001: How New Changes to Retirement Laws Will Impact Your Finances.

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Join David Nicholas and Aaron Jones, CPA for a discussion of Secure Act 2.0's changes including Required Minimum Distributions (RMDs), tax rate changes, new contribution limits, and updated beneficiary withdrawal deadlines.

Key Takeaways:

1) Tax changes

2) Beneficiary withdrawal deadlines

3) Qualified Charitable Distributions

David Nicholas 7
David Nicholas

President & Founder

"I lift up my eyes to the hills - where does my help come from? My help comes from the LORD, the Maker of heaven and earth." - Psalms 121:1-2

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