In this episode, Mark Troyer, and his team discuss the significant changes introduced by the Secure 2.0 Act, particularly focusing on Roth contributions and catch-up provisions for retirement accounts. They delve into the tax implications of these changes, emphasizing the importance of proactive tax planning for individuals aged 50 and above. The conversation highlights the potential benefits of Roth conversions and the necessity of having a comprehensive tax strategy to optimize retirement income and legacy planning.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets