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Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email or call 704-216-2260.

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

Mar 2, 2023

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest bill still includes nearly 100 provisions.


We don’t have time to sort through all of those, but we do want to highlight a handful of the items that could create planning opportunities for you. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.


Here’s some of what you’ll learn on this episode:

  • The Required Minimum Distribution age pushed back again.  (1:04)
  • Special catch-up contribution increases and who benefits. (3:21)
  • The opportunity to move money from a 529 plan to a Roth. (5:13)
  • Individuals will be able to get their company 401(k) match if they make qualifying student loan payments. (8:33)





Call: 704-216-2260