What’s the latest news about the SECURE Act and inherited IRAs? The SECURE Act was the death of the stretch IRA. Previously, inheritors were allowed to stretch out the withdrawals of the inherited IRA over their life expectancy. The SECURE Act that was enacted at the beginning of 2020 changed things to the 10-year rule. But is it what we thought it was?
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Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are similar to lighthouses, guiding you to safety.
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We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.
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Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.
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Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving.
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Many people ask wrong financial questions. They get caught up in the minutia rather than focusing on the larger vision for their retirement. Sean explains.
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