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This Thing Called Money
Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives.
Stephen C. Jones, AAMS, AIF, CFP®
President
Jones Financial Partners
717 Wall St.Norman, OK 73069
Ph: 405.366.1297 x3
C: 405.310.9563
F: 405.366.134
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This Thing Called Money
SECURE ACT 2.0 / What You Need to Know
IN THIS EPISODE, YOU'LL LEARN:
- SECURE ACT 2.0 Retirement Updates
- How you can convert your 529 plan to a Roth IRA
- ROTH options for SEP/SIMPLE IRAs
- RMD age increased
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog: https://www.fmgwebsites.com/2d219148-cc67-4589-b309-d035ec70225b/blog/secure-act-2-0-an-overview
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
"Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty."
"A Roth retirement account offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth account must be in place for at least five years, and the distributions must take place after age 59 1/2 or due to death or disability. Depending on state law, Roth accounts distributions may be subject to state taxes."