Archive for August 2024
New RMD Rules Are Here – Part 2 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Associate Financial Advisor, Steve Kulchinski, MBA, covers some more of the Secure Act and Secure Act…
Read MoreNew RMD Rules Are Here – Part 1 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Senior Financial Advisor, Dan Vredeveld, CFP, covers some of the Secure Act and Secure Act 2.0…
Read MoreIs the sky falling?
We’re sure you saw the headlines. After hitting new highs last month, markets experienced a significant decline, erasing months of gains.1 It may feel like the sky is falling. For…
Read MoreRoth IRAs versus 529 Plans
Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education. There are two popular options:…
Read MoreVolatility rises in markets – what to do? [Matt’s Minutes August 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the intensification of the market sell off and what you can do to help mitigate volatility in a potential market…
Read More6 options for a distribution from a company plan
Many people have company-sponsored retirement plans as part of their portfolios. As these accounts were designed to be savings vehicles, funding them is typically fairly effortless with direct deposits from…
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