Financial Planning 101: Free Classes in June
We bet they didn’t offer you Financial Planning 101 back when you were in school. Well, it’s never too late to learn. You’re invited to join Bray Creech, MBA, CPA, CFP® for Financial Planning 101 every Wednesday in June. Simply pick an online class bel …
read moreSECURE Act removes the stretch inherited IRA
Passed in December 2019, the SECURE Act marks the first major retirement income overhaul in more than a decade — and, so far, it’s kept financial advisors like myself busy fielding questions about changes, new challenges and concerns
read moreHow the SECURE Act impacts your retirement savings
I come bearing good news for the new year: The SECURE Act of 2019, a retirement savings reform bill, was signed into law last month. SECURE, a clever acronym for Setting Every Community Up for Retirement Enhancement, expands access to tax-advantaged retirement savings accounts, and, ultimately, it aims to help Americans save for a secure retirement. While I could spend an entire article listing all of its provisions, I’d rather focus on just a few areas that may impact those of you at or near retirement.
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