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Konten disediakan oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Ep #74: Breaking! SECURE Act 2.0 Updates RMDs

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Manage episode 353628745 series 3378485
Konten disediakan oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 episode

Artwork
iconBagikan
 
Manage episode 353628745 series 3378485
Konten disediakan oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 episode

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