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.
3 mistakes people make when hiring an adviser.
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.
Interview of Jessica Scott of Brown Advisory on Generational Wealth and how she and Brown work with their clients. It was great to chat with Jessica and share her story and some of the unique challenges and goals she faces with her Financial Planning clients at Brown.