Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

Secure Act 2.0 Incentives and Penalties – Ep. 138

  • by CWA
  • •    July 18, 2023
SHARE
by CWA

With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries. They’ve discussed the major provisions and this week, they’ll tie a bow on what’s left that will affect your retirement and estate plan, college savings for your kids or grandchildren, and the new required minimum distribution age extension and the penalties. 

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

LIKE THIS ARTICLE? HERE ARE OTHERS YOU MIGHT LIKE.

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (215)
  • Annual Meeting (14)
  • Digital News Feature (160)
  • Financial Planning (137)
  • Inside CWA (28)
  • Investing (52)
  • Knowledge & Know-How (78)
  • News (85)
  • PR/Marketing/Social Media (4)
  • Practice Management (94)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (98)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Investment Updates

December 10, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025
CONNECT WITH US
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco