SECURE Act 2026: What Retirees Need to Know About RMDs, Roths, and Taxes
Confused by the SECURE Act and what it means for your retirement plan? Dan and Cody break down inherited IRA deadlines, Roth catch-up rules for higher earners, the 529-to-Roth strategy, updated RMD penalties, and why your tax plan may need a fresh review. If you are retired or getting close, this episode is a practical reset on the retirement rule changes worth reviewing now with your CPA, advisor, and attorney.
The skinny
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