SECURE Act 2.0 Key Features

SECURE Act 2.0 Key Features Facebook Twitter LinkedIn On December 23rd, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0 bill.  SECURE Act 2.0 contains many provisions that could impact your financial plan, so I wanted to give a brief description of the most impactful of those provisions (at […]

Consider Tax Diversification when Saving for Your Future

Consider Tax Diversification when Saving for Your Future Facebook Twitter LinkedIn Ever think about the best account types to save for financial independence, retirement, and long-term goals? I’m talking about tax-deferred, tax-free, and taxable accounts, specifically. Tax-deferred accounts are your typical savings vehicles for pre-tax dollars, like your company 401k pre-tax option where you get […]