This rate is an annual rate and is locked in for 6 months. Check out my video below on these I Bonds and some of the limitations. This is a great place for your emergency fund or some of your emergency fund.
Go to https://www.treasurydirect.gov/ to see the I Bonds and other Treasury Bonds.
The SECURE Act with Ken Updegrave
The SECURE Act passed at the end of 2019 and has some real impacts for inheritance of IRAs and 401k plans. The Tax Cuts & Jobs Act lowered taxes as well. We discuss Roth Conversions and long-term tax planning strategies.
Hiring An Adviser
3 mistakes people make when hiring an adviser.
How Do You Determine If The Market Is Overvalued and Time To Sell?
The Fixer Interview Series – Ken Updegrave – Reverse Mortgages & Home Equity
Ken has worked with Reverse Mortgages for over a decade and specializes in helping senior/retirees utilize home equity for income or strategic wealth strategies. He discusses the different types of Reverse Mortgages and the qualifications to apply.