Retirement Savings Revolution: Exploring SECURE Act 2.0 (Ep. 10)

Retirement Savings Revolution: Exploring SECURE Act 2.0 (Ep. 10) Matt and Beth Blecker 24:34

The SECURE Act 2.0, that stands for Setting Every Community Up for Retirement, is an improved piece of legislation, expanding on the original SECURE Act that was first passed in December 2019. The new rendition of this legislation could have big implications and might change when you are required to take minimum distributions.

In this episode, Beth Blecker is joined by Sarah Brenner, Director of Retirement Education from Ed Slott & Company to talk about the new rendition of the Secure Act 2.0 and how it will affect your portfolio.

Beth and Sarah discuss:

Changes to required minimum distribution age
The new expansion of savings options
Some new changes to taxes under this legislation
And more

Connect with Eastern Planning:

Connect with Sarah Brenner:

Ed Slott & Company: Sarah Brenner

About Our Guest:

Sarah has worked for almost twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide.

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on Retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.

Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com. Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.

Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Beth Blecker Podcaster

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.