The Zandbergen Report

The Secure Act: Part II

February 7, 2020

The Secure Act: Part II

Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to take a deeper dive into the nuances of the “Secure Act” which was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. In this episode, Bart and Letitia share more information with listeners about important changes that are now in effect as a result of the Secure Act.

In this episode, learn:
-Why those born prior to July 1st, 1949 still must take their RMD’s by April 1st, 2020
-How you can now contribute to your IRA after age 70.5 with tax saving benefits
-Changes to Adoption and Birth Expenses as a result of the Secure Act
-Impacts on Annuities as a result of the Secure Act
-What a 529 plan is and what the benefits of it are for those who have one

The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.

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