Secure Act 2.0: NEW Rules for 2024

Take Control Of Your Retirement https://www.ursadvisory.com/retirement-roadmap Watch and learn about the 4 MOST important new rules in the Secure Act 2.0! These rules apply to people of all ages, and knowledge is power. 0:00 Introduction 1:00- New Required Minimum Distribution Rules 3:14- How to start a Roth IRA for your child 4:50- Qualified Charitable Distributions 6:23- New Roth 401k Rules POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watch?v=_1Z-JjqfSFs&t=2s 2) The 5 Biggest Expenses in Retirement: https://www.youtube.com/watch?v=N2efeEUAC4U&t=95s 3) Can You Retire On $1,500,000?: https://www.youtube.com/watch?v=kBKuE9wX4aQ 4) Can You Retire On $500,000?: https://www.youtube.com/watch?v=1mBLL5LkI9A 5) The Savings Formula: https://www.youtube.com/watch?v=aqrz6bt9UDc&t=81s Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://calendly.com/admin-ozrj Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #retirementplanning #retirementsavings #retirementinvesting #retirementadvice #retirementpreparation #investingtips #investing #financialplanning #retirewithjulia #financialeducation #financialfreedom # #requiredminimumdistribution #529plans #collegeplanning