secure act Archives | B.A. Schrock Financial Group

Ep 25: Understanding the Basics of Roth Conversions

Ep 25: Understanding the Basics of Roth Conversions

admin2020-02-27T14:04:38-05:00March 5th, 2020|

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 will give you a firm grasp on Roth conversions.

Ep 21: SECURE Act Brings Changes to Retirement Accounts

Ep 21: SECURE Act Brings Changes to Retirement Accounts

admin2020-02-06T09:22:20-05:00February 6th, 2020|

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 other considerations need to be made? That’s what we’ll be discussing on this episode.