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
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
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
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