Congress Passes SECURE 2.0

It’s 2023, and Congress is at it again with the Secure Act 2.0. On this episode, changes are coming regardless of whether it’s your 401K or Traditional or Roth IRAs. Find out how these changes may affect you!
It’s 2023, and Congress is at it again with the Secure Act 2.0. On this episode, changes are coming regardless of whether it’s your 401K or Traditional or Roth IRAs. Find out how these changes may affect you!
We have a secret for you. Did you know IRAs are bad for wealth transfer? Tune in as we discuss why they are bad for passing on money from one generation to the next.
Retirement planning is all about savings. Right? Well, it’s definitely part of it, but there’s much more involved in planning for retirement. Join us as we discuss things like knowing your goals, combating your inflation, and maximizing your income. ...
How much preparation have you done for the big game? Pizza? Wings? Big screen TV’s? While this weekend’s game is exciting for those of us in Kansas City, there’s an even bigger game that a lot of you should be paying attention to...