Ep #118: Ringing in the New Year with Major Tax Law Changes - Pt. 1

The Secure Act 2.0 is now Law. The legislation provides a slew of changes that could help strengthen ER Doc’s financial readiness for retirement. That’s IF these changes are understood and capitalized on. So often we see missed opportunities within the finances of ER Docs and new additions only further complicate things.

On today’s episode, we’ll summarize some major (mostly) Roth-related changes found in this 4,000 page Secure Act 2.0 bill.