Uncategorized Videos and Articles

Exciting New Tax Law Changes 2022

https://youtu.be/-mQTPJkxEDA Now that the midterm elections are over, Congress is focusing on retirement plan changes. What changes are being considered? What lessons can we take from this? What about proposed changes for older, retired investors? Securities offered...

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Common Questions Regarding IRAs

https://youtu.be/K8MIBKgFFg8 When does the RMD for IRA owners get paid and why does the IRA owner have to take it? How may an IRA owner avoid taking the RMD? What happens if it is an inherited with regards to the RMD? Must the RMD still be taken? Watch Szarka...

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