While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
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While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
The Market Bounce, Dad Jokes, and The Bumpy Road into 2023
The Money Huddle
37 minutes
2 years ago
The Market Bounce, Dad Jokes, and The Bumpy Road into 2023
In this episode: ChatGPT writes us a new introThe coming Fed decisionThe latest market moves and economic data we're watchingWhen to get started with Retirement PlanningSneak peek into upcoming Money Huddle episodesThanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? Yo...
The Money Huddle
While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
