Secure Act 2.0

Your Money Momentum

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, India’s future, and how fund flows affect mutual fund performance. Finally, learn if CDs, money markets, and short-term treasuries are currently a safe bet.

Find it Fast: Secure Act 2.0

Headlines: 00:40—Secure Act 2.0 and RMDs 03:48—529 Plan conversion into a Roth IRA 08:33—401(k) and Roth Something or Nothing:11:00—Is the Fed pivoting? 13:20—Defense startup Anduril 16:10—Missing people in Japan

Tossup:19:02—Living to age 100 22:50—India’s future

Mailbag Questions: 28:02—Do mutual fund flows matter to performance? 30:50—Are CDs, money markets, and short-term treasuries safe?

Listen in to Your Money Momentum published twice monthly. If you like this podcast, listen in to our previous podcast Bold Predictions and Hot Takes for 2023.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

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