40 min
Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates Second Half of Life Podcast
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- Education
In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the SECURE Act and SECURE 2.0 were passed and became law over the past five years. She goes through some hypothetical examples of beneficiaries receiving inheritances in the form of IRAs to determine what is the best way to receive them - all at once or ove...
In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the SECURE Act and SECURE 2.0 were passed and became law over the past five years. She goes through some hypothetical examples of beneficiaries receiving inheritances in the form of IRAs to determine what is the best way to receive them - all at once or ove...
40 min