Secure Act 2.0: New Rules for Required Minimum Distributions (RMD) Secure Act 2.0: Use of 529 Accounts to Pay off Student Loans Secure Act 2.0: QCD Maximums Indexed for Inflation Secure Act 2.0: Lessons from the “Death of the Stretch” Secure Act 2.0: Roth Account Changes at Work Secure Act 2.0: Saving More for Retirement Secure Act 2.0: 529 Plans Can Be Transferred to a Roth IRA Account Secure Act 2.0: New Rules for Surviving Spouse Beneficiaries SECURE Act 2.0 January 2023 Update - SECURE Act 2.0 (January 5th, 2023) Holistic Planning October Economic Update (October 7th, 2022) May Economic Update (May 20th, 2022) Russia-Ukraine War from an Investor's Perspective (March 14, 2022) March Economic Update (March 1st, 2022) February Economic Update (February 8th, 2022) October Economic Update (October 8th, 2021) A COLA With Your Social Security? (June 17th, 2021) The COVID Economy- A Year Later (April 7th, 2021) The Cares Act & Taxes (March 10th, 2021) Economic Update (January 19th, 2021) YEAR-END ITEMS TO CONSIDER (NOVEMBER 25TH, 2020) Strategies During Election Year (October 7th, 2020) September Market Update (September 4th, 2020) Tax Gotchas Through the 4 Stages of Retirement- Including the Secure Act- (August 14th, 2020) What Covid-19 Taught Us About Retirement- (August 14th, 2020) Beneficiary Liquidity Plan Opportunity with NGL- (August 3rd, 2020) Educational Market Update- (July 7th, 2020) Estate Planning Q&A- (July 7th, 2020) WEATHERING THE STORM IN VOLATILE MARKETS- (JUNE 16TH, 2020) Bottoms Are a Process- (May 29th, 2020) Whatever It Takes (May 14th, 2020) Social Security Update (April 15th, 2020) Important CARES Act Update- Part 2 (April 2nd, 2020) Important CARES Act Update- Part 1 (April 1st, 2020) Don't Go Broke In A Nursing Home Interview with Ali Swofford