While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
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While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the yield curve. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that ...
The Money Huddle
While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
