Скачать или смотреть Wealth & Wisdom Podcast 🔥 Episode 6 - Secure Act 2.0 & Top tax questions for '23‼️

Loftus Wealth Strategies
Michael P. Loftus
http://www.loftuswealthstrategies.com/

0:00 Introduction
1:34 Secure Act 2.0 - RMD - new ages
2:38 - Catch up, provision for those over 50
3:21 - 529 to a Roth, for unused dollars
4:04 - Changes to 401k matches - Student loans
4:35 - Taxes - Top questions for '23
4:47 - Tax implication of withdraws from IRA's
5:23 - Will my Social Security be taxed, video below
6:02 - How will taxes changes if I move to another state
6:58 - Tax benefits for making charitable contributions from an IRA
8:10 - Tax consideration for gifting to family
9:12 - Tax ideas for starting small business
10:04 - Taxes on reverse mortgage
10:49 Mailbag - Questions for viewers

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