Episode 212 – Part One: SECURE 2.0 is now law. What does it mean for your individual retirement planning goals? What does it mean for your business and your employer-sponsored retirement plan?
Episode 210 – We take a look back at how the SECURE Act eliminated the use of the “stretch” IRA, but there may be a way to replace that lost wealth and accomplish a similar goal by using the combination of a life insurance trust and a Single Premium Immediate Annuity.
Episode 209 – What type of retirement plan is best for you and your business? In this podcast, we learn all the details you need to know with special guest Lucas Benson.
Episode 208 – IRS provides relief to individuals who inherited traditional IRAs in 2020 or after and failed to take required minimum distributions.
Episode 207 – Next year’s 8.7% Cost of Live Adjustments (COLA) increase for Social Security and reduction in Medicare Part B premiums are welcome news. But how good is the news really?