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#201 - The SECURE Act Unveiled: What It Means for Your Retirement & Estate Plan
- 2025/04/30
- 再生時間： 35 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of Horizon Advisers Unleashed, host Alex Dinser welcomes back Sandy Mall, founder and senior partner of Mall Malisow & Cooney, PC, to break down the SECURE Act and its impact on retirement and estate planning. This landmark legislation has changed the rules for inherited IRAs, required minimum distributions (RMDs), and tax strategies—and understanding these changes is crucial for protecting your financial future.
Join us as we unpack the SECURE Act’s key provisions, discuss who is most affected, and explore strategies to maximize retirement savings while minimizing tax burdens. Whether you're planning your own retirement or managing an estate, this episode delivers must-know insights to keep you ahead of the curve.
🔹 How does the SECURE Act impact inherited IRAs?
🔹 What are the new RMD rules—and how do they affect you?
🔹 Tax-saving strategies to optimize your retirement and estate plan
🔹 Why proactive planning is more important than ever
Don’t miss this expert discussion on how the SECURE Act is reshaping retirement planning and what you can do now to secure your legacy and financial well-being!