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Recent Changes in Retirement Laws and Taxes
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Ken Tumolo and Nick Tumolo discuss recent changes in retirement laws, particularly related to taxes. Two key changes mentioned are the exclusion of Roth money from the calculation of required minimum distributions (RMDs) in 401(k) accounts and the conversion of catch-up contributions to Roth money in 2026. These changes have implications for retirement planning and tax strategies.
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
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