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Ep 25: Understanding the Basics of Roth Conversions

by | Mar 5, 2020 | Podcast

The Setup: Have you heard about Roth conversions but wondered how they work and whether they’d benefit your situation? To understand them, you first need to know about a Roth and what its features are. We’ll do that today as well as lay out all the other basics that...

Ep 21: SECURE Act Brings Changes to Retirement Accounts

by | Feb 6, 2020 | Podcast

The Setup: Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what...

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through BA Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through BA Schrock Financial Group (BASFG), an insurance agency.

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