SECURE Act 2.0: Catch Up Contributions
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
https://vimeo.com/830597464?share=copy Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the future of the financial…
https://vimeo.com/813277054 It’s not uncommon for people to say, “I live paycheck to paycheck” and naturally assume this means they are struggling to make ends meet. While this may be the…
https://vimeo.com/804634561 We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types. Stocks, mutual funds, IRAs,…
https://vimeo.com/813319188 People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is a quote that says,…
https://vimeo.com/817302997 In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as 401(k) and 403(b). This…
https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
https://vimeo.com/804625324 In today’s vlog, I will be discussing the SECURE Act 2.0: Expanded Roth Contributions. This is our third vlog about the changes within the SECURE Act 2.0 which became…
https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
https://vimeo.com/798533939 In today’s vlog, I will be discussing the SECURE Act 2.0: 529 Plan rollovers to Roth IRAs. Before I elaborate about it, we shared our vlog about the changes…