Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
Tax Planning
Episode 6: The Secure Act 2.0 and Proposed Changes
Our podcasts will cover topics that we are passionate about. Today we will be talking about the Secure Act 2.0 and the proposed changes with Jill Carr, CPA, CFP®, Wealth Advisor and Jason Guenther, CFP®, Chief Investment Officer, Wealth Advisor with Stephens Wealth Management Group. We will discuss and share insights intended to shed light …
Episode 3: The Secure Act 2.0 & Proposed Changes
The Secure Act 2.0 (HR 2954 Securing a Strong Retirement) has passed in the House and is currently up for discussion in the Senate’s Committee on Finance. If it becomes law, what will it mean for small business owners? The Secure Act 2.0 could spell changes for employers, with changes how 401Ks are administered for full …