Episode #100 SECURE Act & Gifting vs. Inheriting

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Today’s Smart Money Question:

At the end of May, Congress passed the SECURE Act, which will create some major changes to qualified retirement accounts. We’ll look into what those changes will be, as well as possible future implications. And later, Matt shares a story about a client that highlights the importance of understanding the difference between gifting and inheriting.
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(Click the featured times below to jump forward in the episode)

Here Are Just A Handful Of Things You’ll Learn:

4:09- SECURE Act of 2019

  • Matt goes over what is in the proposed SECURE Act of 2019 and how it will affect you

7:28- Qualified Retirement Accounts RMD’s        

  • Matt goes over how the proposed SECURE Act of 2019 will affect your RMD’s and how it will also affect your beneficiary’s

14:08 Have You Heard Anything?

  • Matt wants to know if anyone has heard anything about the proposed SECURE Act on the news? If you have let us know at info@smartmoneyquestions.com

15:02- Gifting Assets vs Inheriting Real Estate

  • Matt explains the tax difference between gifting assets and inheriting assets and how he saved a client thousands of dollars.

25:01- We Have Finished Episode #100!

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