May 14, 2020
We’ve all been thinking back about what we could have done different to start 2020, but now it’s time to look ahead. Let’s discuss RMD changes that we need to account for and look at legislation that’s trying to help small businesses.
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Mar 12, 2020
What do these three things have in common? They all are considered in your retirement planning, so Brian talks through what you need to know about each of these.
Read more and get additional resources here: https://financialplanningva.com/tax-strategies-retirement-tools-and-the-coronavirus/
Mar 5, 2020
What does the SECURE Act mean for you? There were several changes, but we’re talking about the change related to inherited IRAs and what this could mean for your accounts
Read more and get additional resources here: https://financialplanningva.com/understanding-the-impact-of-the-secure-act/
Feb 27, 2020
Do you know where your income will come from in retirement? What accounts and investments will you use to build an income? Let’s discuss the ways you can fill that income gap so you aren’t worried about running out of money in retirement.
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Feb 6, 2020
It’s everyone’s favorite question, “How much do you need to retire?” But what is the answer? We explore that on this episode and discuss the factors that will help determine that number for you.
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