Part of the $1.7 trillion dollar monstrosity known as the 2022 Omnibus Spending Bill passed in December, included the so called Secure Act 2.0. The new version of the Secure Act changes limits and ages on employer sponsored retirement plans, IRAs, and RMDs. One highlight, RMDs are not required until age 73, and eventually age 75. We’ll review the details for you today and then talk about how your upbringing may be hurting your investment outcomes. A big show today, MASTERING MONEY is on the air!!!
Mastering Money 1/17/23
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
Listen to Mastering Money™ on Money Radio
Guests Have Included:
Listen To Mastering Money™ Wherever You Go!
Download the free MASTERING MONEY™ app - Get it from the App Store or on Google Play, search for "Mastering Money" or tap the link below.
About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
Schedule a Meeting
Use this form to begin scheduling your office meeting or 15 minute phone call.
Retirement
Review
Step 1
Fill out the form.
Step 2
We'll contact you to schedule.
