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