The Independent Advisors

The Independent Advisors


Episode 34: The SECURE Act with Ashby Daniels

February 20, 2020

Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode:


- Ashby’s background


- The SECURE Act:



  • Elimination of the Stretch IRA provision in favor of the 10 year distribution rule


  • RMD Age moved back from 70.5 to 72


  • Contributing to a Traditional IRA beyond 70.5 if still working



- Ashby’s favorite financial planning tips


 


Where to find Ashby:


Blog: The Retirement Field Guide: https://retirementfieldguide.com/


Twitter: @DanielsAshby