Secure Act 2.0 Passes

Sharing of Inflation Rates, Rates of Return

Last Post by WTS 3 years ago

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Pizza Man

(@pizzaman)

Prominent Member Customer

Joined: 5 years ago

Posts: 650

Topic starter January 3, 2023 5:57 pm

From Ed Slott:

https://www.irahelp.com/slottreport/happy-holidays-congress-gifts-secure-20?inf_contact_key=cc7b307fcbf62df03b541f0b193102bf1b0a3f0fd3ee5d9b43fb34c6613498d7

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Pizza Man

(@pizzaman)

Prominent Member Customer

Joined: 5 years ago

Posts: 650

Topic starter January 4, 2023 12:05 pm

More detailed review from Fidelity:

https://www.fidelity.com/learning-center/personal-finance/secure-act-2?ccsource=em_Promo_1028465_9_0_P2

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Bill Hines, Advice-Only Flat-F...

(@hines202)

Honorable Member Customer

Joined: 5 years ago

Posts: 509

January 5, 2023 6:52 am

There's a lot in there. RMD can kicked down the road again, yay. I feel bad for Stuart. I don't know how he does it, but I'm grateful 🙂

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WTS

(@wts)

Eminent Member

Joined: 3 years ago

Posts: 30

January 6, 2023 12:27 pm

Agreed! Between phase-outs, shifting brackets, the SS torpedo, ACA FPL limits, Medicare IRMMA lookbacks and RMD's Congress and the IRS have made navigating retirement finances a game of 3-d chess. If it weren't for PRC I would need to use an advisor.

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