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Today’s Smart Money Question:

Last month, we held an educational event and covered a lot of important information. We even featured estate attorney Jennifer Walker, who talked about the estate planning do’s and don’ts. It was a great event and we appreciate everyone that came out.

Because we went over a list of key planning items for the year, we wanted to provide all of that information and education for you on the podcast. So this show will be go over all of that today, which should be very helpful for anyone thinking about what they need to do before the year ends.

If there’s something that you don’t quite understand or don’t know how something might pertain to your situation, please reach out and schedule a time to call or come in. Just visit SpeakWithMatt.com to get on the calendar. 

On today’s show, here’s some of what you’ll learn:

• We’ll go over the recently signed SECURE Act 2.0 and the impact it has on inherited IRAs, catch-up provisions, RMDs, and retirement account opportunities.
• The estate do’s and don’ts that Jennifer Walker shared with us.
• The current tax code will sunset in the end of 2025. We’ll tell you why there’s a good chance your taxes will go up.
• The current investment climate this year and what it might look like moving forward.

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.