logo
episode-header-image
Mar 2023
15m 41s

Secure Act 2.0 Part 2

ICRC-TV & Pandy Pridemore
About this episode

Todd Ywait, Retirement Advisor with Rosselot Financial Group returns to continue explaining the new guidance for retirement plans. Part 2 of this 2 part series shares an additional 5 of the top 10 things employees and employers alike should be aware of in regards to their 401K and IRA plans and what each of us should be doing to assure we are in compliance with these changes.

Up next
Jul 8
New OSHA Rules for 2025
Are you prepared for the new OSHA guidance? Were you aware they increased fines by 10 - 15%? OSHA effects every business in one way or another; in this show Pandy reviews the most recent updates, some that begin to go into effect starting July 1, 2025. How many will effect you? 
9m 12s
Jul 1
Preparing for an ICE Raid
They may come or they may not, so let's not panic. ICE raids are on the increase, but if management is doing their due diligence, hysteria should not be creeping into your business. Karl Ulrich with Sebaly, Shillito + Dyer joins Pandy to review how to prepare, what to expect, and ... Show More
17m 46s
Jun 24
Reverse Discrimination For Real
It's official—The Supreme Court has made their decision. The 52-year-old McDonnell Douglas case prevails; those who feel they have been discriminated against in employment decisions can now seek justice. Karl Ulrich with Sebaly, Shillito & Dyer joins Pandy to explain the implicat ... Show More
16m 30s
Recommended Episodes
Oct 2023
Treasury Explains the Two-Pot Retirement System
On 1 March 2024 there will be a radical change affecting everyone who is a member of a retirement fund.  This is known as the Two-Pot Retirement System and applies to any member of an employer pension/provident fund, a retirement annuity or a preservation fund as well as members ... Show More
33m 39s
Feb 2024
Saving for Retirement When You’re Self-Employed: SEP IRAs, SIMPLE IRAs and Other Plans
Learn retirement savings strategies tailored for self-employed individuals to secure a financially stable future.How can self-employed individuals effectively save for retirement? What tailored retirement plans should freelancers and small business owners consider? NerdWallet’s S ... Show More
29m 41s
Aug 2017
507 MG How to Open an IRA—Understand Eligibility, Rollovers, and Early Retirement
Retirement accounts can be the best way to secure your future--but the rules can be confusing. Laura answers four IRA questions about who's eligible, the rules for doing rollovers, and tips to retire early. Get the Money Girl book at http://MoneyGirlBook.com. 
25m 5s
Apr 2017
017R | The Roth IRA Conversion Ladder | A Case Study
017R | In Today’s Podcast we cover: Friday Roundup # 6 This is our 23rd episode and providing a home for the FIRE community Thank you for our 50th review on Itunes (from Chad Carson!) – we plan to implement the voicemail feature on the website so we can use your input on the show ... Show More
1h 2m
Jun 2020
25 Ways to Fix Your 401k
Do you feel just a little bit lost managing your retirement funds? Don't feel like your alone. A recent study shows that MOST Americans have no clue how to pick investments in their 401k, and worse yet, even more people feel like they're investing poorly for their retirement! If ... Show More
1h 4m
Dec 2021
Hope is NOT a Retirement Strategy
Retirement fund giant, CALPERS, voted in early November to use borrowed money and alternative assets to meet its investment-return target, even after lowering that target just a few months ago. Today’s guests discuss what this means for retirees depending on their pension for the ... Show More
58m 22s
Mar 2020
Ask Paula: I’m 24 and Won a $1 Million Settlement. How Should I Handle This Money?
#245: Joe has a 24-year-old friend who won a $1 million settlement. How can she use this money to set herself up for financial independence?Jay is 52 years old and wants to retire at 59.5. He began investing in individual stocks to achieve this goal, and has had excellent returns ... Show More
1h 17m
Jun 2017
028 | Order of Operations | The Buckets | The Roth IRA
028 | In today's podcast we discuss the four different "buckets" available to savers plus an in-depth look at the Roth IRA and the 'Backdoor Roth.' In Today’s Podcast we cover: The order of operations for how you should approach the different “buckets” available to you both for r ... Show More
42m 25s
Nov 2022
Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman Sachs, Michael Moran, a senior pension strategist in Goldman Sachs’ Asset Managem ... Show More
20m 2s
Jun 2024
1686: Ask Farnoosh: All-Things Retirement, Investing and Social Security
Today's episode dives into many of your biggest questions about retirement: How much is enough for a typical retirement? What are the best ways to save and invest towards this goal? Do I put it all into my 401(k) or spread it over multiple retirement accounts? What can we expect ... Show More
47m 37s