Finance

Secure Act 2.0 - New Provisions - Part 2

Welcome to Part 2 of the Wine and Dime episode about the SECURE Act 2.0. In this episode we'll be covering some the new provisions that are effective for 2023. Buckle up, because there is a lot of information in this one!

What you will learn:

  • Roth SEP and Roth Simple IRA's for small businesses

  • Roth IRA employer contributions

  • Moving 529 money to a Roth IRA for beneficiary

  • Hardship Distributions

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!


Show Note Links

  • Rooted Planning Group BLOG about Secure Act 2.0

  • SECURE Act 2.0

  • Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM


Three Tips to Eliminate the Emotion Behind Large Financial Decisions

In this episode of Wine and Dime we welcome back Kerrie Beene! She's here to share with us three tips to eliminate the emotion behind large financial decisions.

In this episode, you'll learn:

  • To Recognize the emotion

  • Know the Trust Cost

  • Know how to fund and how it affects your other goals

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!


Amy's Wine Pick of the Week

MARK WEST PINOT NOIR

TASTING NOTES

The original. Medium-bodied with black cherry, cola, strawberry, plum, and soft tannins. No wonder this Pinot is a favorite.

PAIRS PERFECTLY WITH

Pastas with light tomato-based sauces, a juicy cheeseburger, grilled salmon, roasted pork tenderloin, or if you're not a cook, drink it on its own.

WINEMAKING NOTES

We selected grapes from vineyards in the finest cool-climate regions of California in order to bring you a balanced fruit-forward Pinot Noir. After early morning harvesting, we gently crush and destem the fruit. We then ferment it in small stainless steel tanks, with daily punch-downs and pump-overs...basically, that's what we do to help get the great flavor and color you love. After a light pressing, we age the wine with French oak, then we blend it, bottle it, and you enjoy it.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM