Videos
Videos
Tax Planning in 2020: What to Expect This Year and Beyond
With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar
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Videos
How Social Security Fits into Your Retirement Plan
There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar
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Videos
Roth Planning Opportunities in 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article
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Videos
RMD Planning in 2020 After the CARES and SECURE Acts
Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar
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Videos
Quarterly Market Outlook: Q2 2020
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Videos
Retirement Planning in 2020: Making the CARES Act Work for You
When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar
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Videos
Everything Business Owners Need to Know About the CARES Act
These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar
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Videos
How the CARES Act Affects You
Congress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here to Watch the Webinar
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Videos
Understanding the Market Situation and the Opportunities Ahead
These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar
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