Learn about the latest updates in retirement planning in California to help you save more efficiently. Understand the smart use of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) to reduce your tax load. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, financial planning, and financial advisors.
Discover how changes in gifting strategies and tax brackets can benefit your financial future. Find out the new limits for 401k and SEP IRA contributions and how they can affect your savings. Get expert insight from Attorney Jim Cunningham and Ascent Wealth Management on timing these distributions and boosting your retirement contributions. See how the SECURE Act 2.0 changes things, like raising the age for RMDs, increasing catch-up limits, and giving better access to part-time workers. This is perfect for anyone retired in California or nearing retirement in California. Don’t miss out! Learn about the latest updates in retirement planning to help you save more efficiently. Discover how changes in gifting strategies and tax brackets can benefit your financial future.
–Contents of this video—————–
0:00 Intro on Retiring in California: Financial Planning and RMD Strategies
11:30 Business Owner Considerations
24:07: Secure Act 2.0 Updates
37:28 Qualified Charitable Distributions
41:49 Donor Advised Fund
49:00 Nearing Retirement
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