Artwork for podcast Your Financial Plan-It
Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®
Episode 60 • 20th January 2023 • Your Financial Plan-It • David Vallieres
00:00:00 00:17:46

Share Episode

Shownotes

Summary:

The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.

In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.

Dr. Jeff Allen discusses:

●      Potentially significant changes with charitable distributions

●      The larger catch up for retirement contributions

●      Student loan payment matches beginning in 2024

●      And more

Connect With David Vallieres:

●     David Vallieres

●     Synergy Capital Solutions

●      Email at: hello@synergycapitalsolutions.com


Connect With Dr. Jeff Allen:

●      LinkedIn: Jeff Allen


About Our Guest:

Dr. Jeff Allen is a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. He focuses on helping clients create financial freedom by creating a spending and investment plan to reach retirement goals. Additionally, he helps clients with college planning, investment management, insurance needs analysis and retirement planning.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Links

More Episodes
60. Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®
00:17:46
59. Looking Forward into 2023 with Eric Nahat
00:18:05
58. Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak
00:35:47
57. Identifying Cybersecurity Threats With Sarah Khan
00:24:28
56. 2022 Q4 Market Update With Mark Burns and Eric Nahat
00:32:19
55. Planning For The Costs of College With Sarah Zvekan
00:19:10
54. Controlling Your Budget and Spending With Alex Burns, CFP®
00:18:52
53. 2022 Q2 Market Update With Eric Nahat
00:25:28
52. The Growing Business of Insurance with Dr. Jeffrey Allen, CFP®
00:23:17
51. Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP®
00:21:08
50. 2022 Q1 Market Update With Eric Nahat
00:15:50
49. Honoring Women in Finance for International Women’s Month With Sarah Zvekan
00:16:35
48. Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan
00:19:49
47. Financial Concerns Changing with Age with Norton Stern
00:22:26
46. A Look Back on 2021 and Forward to 2022 with Eric Nahat
00:14:04
12. The Ready, Aim, Fire Mindset of Insurance Planning
00:28:24
45. Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat
00:12:07
44. Women and Wealth: How DEI Leads to Profitability with Leslie Davis
00:20:12
4. Episode 4 - Real Stories of How Estate Planning Helps Families – With Norton Stern
00:21:04
5. Episode 5 - Considerations for Estate Planning — with Mark and Alex Burns
00:17:00
43. Economic Trends and Market Updates for 2021 - Q4 and Beyond with Eric Nahat
00:16:34
42. Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak
00:12:27
7. Episode 7 – Answering Your Frequently Asked Questions
00:36:38
8. Episode 8 – Investing 101: Back to Basics
00:30:48
41. Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla
00:24:11
40. Economic Trends, Market Updates, and Future Outlook With Eric Nahat
00:15:56
39. Women and Wealth: Planning for Retirement With Margie, Pat, and Marla
00:18:32
38. Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah
00:30:03
37. Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah
00:25:51
36. How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss
00:30:27
35. Expected Changes in Estate Planning & Income Taxes – With Richard Schloss
00:30:31
34. Second Quarter 2021 Update - Economic & Market Outlook
00:21:53
33. Florida Domicile from a Financial Planning Standpoint – Part 2
00:22:37
32. Florida Domicile From a Financial Planning Standpoint
00:25:02
31. The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin
00:25:09
30. How Can You Prepare for 2020 Taxes?
00:21:24
29. The Synergy Between Advisors and Lawyers – With Matthew Caplan
00:35:58
28. What 2021 Entails for the Financial Markets
00:20:06
27. Who is the Captain of Your Ship?
00:26:15
26. Creating a Proactive Financial Plan for 2021
00:26:43
14. The 2020 Election vs. the Market
00:18:43
11. Episode 11 - Staying Connected as a Team
00:19:13
10. Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson
00:14:02
9. Episode 9 – The Trusted Team
00:23:33
6. Episode 6 - A Deep Dive into Special Needs Trusts – With Bill Brown
00:19:57
10. bonus Special Market Update 10 - Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat
00:18:40
9. bonus Special Market Update 9 - Constructing a Well-Versed Financial Plan
00:17:10
8. bonus Special Market Update 8 - Introduction to Estate Planning
00:13:58
7. bonus Special Market Update 7 - Advanced Financial Planning
00:13:27
6. bonus Special Market Update 6 - Is There a Gap Between the Market and the Economy?
00:10:35
3. Episode 3 - COVID-19 And The Markets: A New Perspective – With Norton E. Stern
00:20:32
5. bonus Special Market Update 5 - COVID-19
00:11:09
4. bonus Special Market Update 4 - COVID-19
00:09:52
2. Episode 2 - COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen
00:23:46
3. bonus Special Market Update 3 - COVID-19
00:16:05
1. Episode 1 – Meet Your Host, David Vallieres
00:19:59
2. bonus Special Market Update 2 - COVID-19
00:10:33
1. bonus Special Market Update 1 - Why Investors Are More Prepared for a Market Crash Than You Might Expect
00:14:37