Tag: Charitable Giving
Secure Act 2.0: What does it mean for you? (Ep. 11)

Secure Act 2.0: What does it mean for you? (Ep. 11)

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The Secure Act 2.0 was signed into place on December 23, 2022.  This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education. 

In this episode, Josh Leonard discusses the number of changes this act has brought forward to us so that we can save more money more efficiently. Whether you are in the planning stage of your retirement or are looking into the future to understand how to further your savings, this episode will help you move forward. 

Josh discusses: 

  • What this act means for people under or over the age of 72
  • Changes in required minimum distributions and how the reduction penalty has lowered 
  • The increase in catch-up contribution amount for different plans
  • The ability to roll leftover 529 funds into a Roth IRA tax and penalty-free
  • How you can more effectively donate to charities of your choice
  • And more

Resources:

Connect with Josh Leonard: 

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Tricks and Treats for Retirement This Halloween Season (Ep. 4)

Tricks and Treats for Retirement This Halloween Season (Ep. 4)

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As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning. 

In this episode, Josh Leonard discusses some tricks and treats for retirement along with all the planning that goes into it as we head into the final quarter of the year. Additionally, he explains some ways to develop an efficient plan to take advantage of current market conditions, prepare for recessions before they come, and make smart health and tax decisions.

Josh discusses: 

  • How you can use tax loss harvesting to benefit your portfolio
  • The benefits of a donor-advised fund
  • Ways you could earn more with your savings accounts 
  • How to take advantage of the current market conditions
  • And more

Resources:

Connect with Josh Leonard: 

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