The SECURE Act and Its Impact On Large Balance IRAs

Paragon Financial Partners by Paragon Financial Partners

Apr 30, 202211:16Business

If you have an IRA with a large balance, then you need to listen to this episode. Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries. St...

Related Episodes

Continue listening to more episodes from Paragon Financial Partners.

Year-End Tax-Loss Harvesting

Nov 22, 2024 - 9:52

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvestin...

Social Security Part 2: Is Social Security Taxed?

Sep 13, 2024 - 7:47

Welcome to the second episode in our Social Security series. In this episode Evan Shorten and Elean Mendo...

Social Security Part 1: An Overview of Social Security Benefits

Jun 24, 2024 - 13:30

Social Security is one of the most important topics in retirement planning. It represents one of the larg...

Four Often Underestimated Retirement Expenses

May 20, 2024 - 15:12

We have noticed there tends to be a couple of expenses pre-retirees often underestimate when planning for...

SECURE Act 2.0 - What Took Effect in 2024 and What Didn't

Apr 18, 2024 - 13:19

Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Ac...

Tax-Loss Harvesting Before Year End

Sep 14, 2023 - 10:41

With a little over three months left in 2023, it’s a good time to start thinking about charitable donatio...

The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs

Aug 25, 2023 - 11:58

Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect...

The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts

Aug 4, 2023 - 11:13

At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almo...