We’re diving into the listener mailbag for today’s episode! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them on today’s show. Stick around, because these strategies could be useful for your life or help you avoid financial mistakes in the future.
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The coronavirus struck quickly across the country and it caused a rapid sell off in the market that has many people worried. How bad will this be? What can you be doing for your retirement plan? We get the latest from Don Cash with his perspective on what we’re witnessing.
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Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.
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Before we turn the page and move into the new decade, let’s take a look back at a busy 2019. We saw a strong market, interest rate cuts, the passing of the SECURE Act, and more, but there are also some signs for concern heading into 2020.
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We’ve been keeping an eye on the SECURE Act for months now and recent legislation passed by Congress will make it effective starting in 2020. Get an overview of the adjustments and find out why Don believes this is the most important change to retirement accounts in nearly 15 years.
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On this first episode of the “Your Money & Your Life” podcast, we’ll get to know Don a bit better and find out how his background in the field has shaped his investing and holistic planning philosophies. After that, we’ll dive into our first topic. Don will help us unpack the key points of the new tax code, and we’ll learn how the upcoming election may affect both our future tax rates and our retirement accounts.
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