The Independent Advisors
Episode 34: The SECURE Act with Ashby Daniels
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