Conference Breakdown, Ep #291

Published: April 10, 2023, 8 a.m.

Many DIY investors would like to learn more about the latest changes in financial and tax laws but don\u2019t have the same opportunities to attend professional financial conferences. The good news is that Bret and I do have these opportunities, and we relish sharing our findings.\xa0

On this episode of Retirement Starts Today, Bret shares his insights from his boots-on-the-ground experience at\xa0Ed Slott\u2019s\xa0recent conference in Las Vegas. If you are curious about the changes surrounding IRAs and other retirement accounts as a result of the Secure Act 2.0, you won\u2019t want to miss Bret\u2019s distillation.\xa0

Outline of This Episode
  • [3:22] Private letter rulings are very expensive
  • [6:23] Tax laws are getting more complicated
  • [11:52] Main themes of the conference
  • [17:30] Don\u2019t squander your biggest advantage in retirement
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