Market & Economic Update | February 2020
In the Market & Economic Outlook, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! STATE OF THE MARKETS (S&P 500 +3.36% YTD through 2/10/2020) The first five stock trading sessions of...
How To Save More For Retirement Under New IRA Rules
KEY TAKEAWAYS Guess what! Under the SECURE Act, which was just signed into law in December of 2019, you can now save past the age of 70 1/2 in your IRA for your retirement. It’s a beautiful thing! In today’s video, I’m talking about what this new rule means for...
New RMD Age Of 72 Could Offer Big Tax Savings!
KEY TAKEAWAYS If you are turning 70½ this year and you aren’t too excited about taking your first RMD (required minimum distribution) from your retirement account, guess what? You are in luck! The SECURE Act, which was just signed into law in December of 2019,...
How The SECURE Act Will Change Your Retirement
KEY TAKEAWAYS The SECURE Act, which was signed into law in December 2019, is the biggest piece of retirement legislation from the last decade. If you are nearing retirement or already retired, these changes will impact you! In today’s video, I’m discussing the 3 key...
