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Inhoud geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Ep #74: Breaking! SECURE Act 2.0 Updates RMDs

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Manage episode 353628745 series 3378485
Inhoud geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode, I’ll be covering just a portion of the SECURE Act 2.0 – specifically pertaining to required minimum distributions (RMDs). If you are retired or getting close to your retirement, understanding the changes that are going on with RMDs is the first step to keeping up-to-date and ensuring you’re utilizing and optimizing your retirement funds in the best way possible.
You can find show notes and more information by clicking here: https://bit.ly/3QZuD7W

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

99 afleveringen

Artwork
iconDelen
 
Manage episode 353628745 series 3378485
Inhoud geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode, I’ll be covering just a portion of the SECURE Act 2.0 – specifically pertaining to required minimum distributions (RMDs). If you are retired or getting close to your retirement, understanding the changes that are going on with RMDs is the first step to keeping up-to-date and ensuring you’re utilizing and optimizing your retirement funds in the best way possible.
You can find show notes and more information by clicking here: https://bit.ly/3QZuD7W

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

99 afleveringen

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