by Money Guy | Jan 24, 2020 | Blogs
The SECURE Act was recently signed into law by President Trump in December. The biggest change in the SECURE Act is the treatment of inherited retirement accounts. They must now be fully distributed (or emptied) by the end of the 10th year following the year of...
by Money Guy | Jan 24, 2020 | Featured, Podcasts
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don’t worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to...
by Money Guy | Jul 13, 2018 | Featured, Podcasts
What’s the difference between a traditional (pre-tax) IRA and a Roth IRA? We have your answers in this week’s short episode of The Money Guy Show! Before you click away thinking this is information you already know, stick around because we share advanced...
by Money Guy | Jan 26, 2018 | Featured, Podcasts
?With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chance that retirement plan assets get left behind. If you have ever wondered how best to take your 401(k) assets with you...
by Money Guy | Dec 30, 2016 | Featured, Podcasts
It’s the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings...
