Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link:

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00:00 Secure Act 2.0
03:27 Introduction to the Secure Act 2.0
28:13 Inherited IRAs
30:01 Trusts vs. Tenants By The Entirety
33:02 Clark Asset Management
38:50 Long Term Care
45:46 Solo 401(k) Contributions
01:02:45 Dividend Dates
01:05:22 Tax Loss Harvesting
01:14:06 Wrap-Up…(read more)

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The Secure Act 2.0, also known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2021, is a piece of legislation that was recently introduced in the United States Congress. The legislation seeks to make it easier for Americans to save for retirement, as well as to provide tax incentives for those who do. In this article, we will explore the key components of the Secure Act 2.0 and how it could affect your retirement savings.

The Secure Act 2.0 is a bipartisan bill that was introduced in the House of Representatives on February 3, 2021. The bill seeks to make it easier for Americans to save for retirement by increasing access to retirement accounts and providing tax incentives. It also seeks to improve retirement security by making it easier for employers to offer retirement plans.

The Secure Act 2.0 would make it easier for employers to offer retirement plans by increasing the tax credit for employers who do so. It would also make it easier for individuals to save for retirement by allowing them to contribute more to their 401(k) and IRA accounts. Additionally, the bill would make it easier for people to access their retirement savings by allowing them to withdraw money from their retirement accounts without penalty before the age of 59 ½.

The Secure Act 2.0 would also increase access to retirement accounts by allowing part-time workers to participate in 401(k) plans. Additionally, it would allow long-term, part-time workers to be eligible for employer-sponsored retirement plans. Finally, the bill would provide tax incentives to employers who offer retirement plans to their employees.

The Secure Act 2.0 is a piece of legislation that could have a significant impact on retirement savings in the United States. It seeks to make it easier for Americans to save for retirement by increasing access to retirement accounts and providing tax incentives. Additionally, it seeks to improve retirement security by making it easier for employers to offer retirement plans. If you are interested in learning more about the Secure Act 2.0, you can listen to the WCI Podcast #300 – Introduction to the Secure Act 2.0.