Tax Planning Opportunities From the SECURE Act 2.0

We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many changes are still on the horizon, there are strategies you can implement now to enhance your tax situation. We are breaking down the key changes from the SECURE Act 2.0 and how you can optimize your tax planning in this episode of the Wise Money Show.

Season 10, Episode 9

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:26)
Segment 2: (14:03)
Break 2: (24:18)
Segment 3: (29:53)
Break 3: (40:08)
Segment 4 (43:35)
Outro: (53:53)