The Main Street Code – Navigating Secure Act 2.0: RMDs, Roth IRAs & Retirement Income Strategies – S6E35

Welcome to The Main Street Code for Financial Success!

This week, Neil breaks down key updates from the Secure Act 2.0 and what they mean for your retirement. From new required minimum distribution (RMD) ages to the benefits of Roth IRAs and qualified longevity annuity contracts (QLACs), Neil explains how these changes can impact your taxes, Social Security, and long-term financial plan. He also discusses converting unused 529 plans to Roth IRAs, avoiding tax pitfalls for beneficiaries, and why diversifying your tax classes is just as important as diversifying investments. Don’t try to navigate these changes alone—Neil shares how the right guidance can make all the difference.

Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.

Catch episodes on YouTube, Spotify & Apple Podcasts.

Visit ⁠www.themainstreetcode.com⁠ for more information.