Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2024. He goes over the details of the new rules, including changes in SIMPLE IRA employer matching, the ability to roll over unused 529 plan funds, and more. Listen to this episode and get up to speed on how these changes could affect you starting next year.

Secure Act 2.0: Provisions Effective in 2024

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In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income. Watch […]

Qualified Charitable Distributions

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn more about investment strategies, consumer income, and more.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email […]

Dividends and Liquidity Matter

The Portfolio Team at Fi Plan Partners constantly analyzes market trends, both positive and negative. Watch this week’s episode to hear them discuss market drawdowns, concentration risks, and more.  Listen to this episode to hear what they have to say.

Taking the Good With the Bad

Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate America’s Balance Sheet and the US Treasury.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent […]

Corporate America’s Balance Sheet Versus The US Treasury

Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head into the summer months. Listen to the full episode to learn more.

Secure Act 2.0: Provisions Effective in 2024

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