Sean Mullaney: Tax Law Changes for FIRE

Bogleheads® Live

Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
Show Notes

• Bogleheads® Live with Derek Tharp: Episode 24
• Bogleheads® Live with J.L. Collins: Episode 19
• "SECURE 2.0 and the FI Community" blog post
• "Two SECURE 2.0 Takeaways for the FI Community" video
• clip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"
• The Advantages of Living on Taxable Assets First in Early Retirement
• John C. Bogle Center for Financial Literacy
• Bogleheads® Forum
• Bogleheads® Wiki
• Bogleheads® Reddit
• Bogleheads® Facebook
• Bogleheads® LinkedIn
• Bogleheads® Twitter
• Bogleheads® on Investing podcast
• Bogleheads® YouTube
• Bogleheads® Local Chapters
• Bogleheads® Virtual Online Chapters
• Bogleheads® on Investing Podcast
• Bogleheads® Conferences
• Bogleheads® Books

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فصول

1. Sean Mullaney: Tax Law Changes for FIRE (00:00:00)

2. Two Main Takeaways for the FIRE Community in SECURE Act 2.0 (00:03:11)

3. Rothification Trap (00:07:26)

4. 529-to-Roth IRA transfer (00:14:26)