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Retirement Starts Today

Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Now displaying: Page 1
Apr 10, 2023

Many DIY investors would like to learn more about the latest changes in financial and tax laws but don’t have the same opportunities to attend professional financial conferences. The good news is that Bret and I do have these opportunities, and we relish sharing our findings. 

On this episode of Retirement Starts Today, Bret shares his insights from his boots-on-the-ground experience at Ed Slott’s recent conference in Las Vegas. If you are curious about the changes surrounding IRAs and other retirement accounts as a result of the Secure Act 2.0, you won’t want to miss Bret’s distillation. 

Outline of This Episode

  • [3:22] Private letter rulings are very expensive
  • [6:23] Tax laws are getting more complicated
  • [11:52] Main themes of the conference
  • [17:30] Don’t squander your biggest advantage in retirement

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