Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Menu
  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Free Call
$0.00 0 Cart
  • January 9, 2023
  • 6:00 am
  • No Comments

SECURE Act 2.0: What You Need to Know (Part 2)

Back
Subscribe


In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that impacts almost every tax-advantaged investment vehicle. Listen along as these advisors cover the changes in the law with regard to Roth IRAs, Inherited IRAs, Roth 401(k)s, 529s, and RMDs. Pauls explains why investors should be slow to let taxes control their investing strategy, but he also explains why you should also be diversified from a tax perspective.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Share
Schedule a Free Call

More to explore

Roth IRA Conversion Question

February 2, 2023

Paul gets a question from an investor about converting a Traditional IRA to a Roth IRA. Paul explains what these investment vehicles

Trying to Avoid Risk Leads to the Riskiest Behavior

February 1, 2023

Paul and Jim talk about some research in an Advisor Perspectives article called “Fortune Doesn’t Always Favor the Bold.” Paul warns investors

We Live in a World of Disclosures

January 31, 2023

Paul notices we live in a world of disclosures, but are they any good at educating on the real risks of everyday

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Free Call

PWI

About

Contact Us

All Locations

Terms & Conditions

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Free Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2009-2018 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Subscribe by email