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Your Money, Your Wealth — SECURE Act 2.0 & Retirement Rich, Cash Poor - 412
Not scored yet46m·2023-01-17·Money

SECURE Act 2.0 & Retirement Rich, Cash Poor - 412

Your Money, Your Wealth · 412

Joe and Big Al are back with a SECURE Act 2.0 recap and a proposed backdoor 529 plan strategy from the new law. Plus, is there a scenario where it makes sense to not max retirement accounts, to avoid being retirement rich and cash poor? Also, the fellas' thoughts on a break-even point for Social Security, required…

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