“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
2021 Retirement Contributions
In this episode of Coffee with Katie, Katie Brown provides an update on retirement contribution limits for 2021. She explains the limits for various types of accounts (401k, 403b, Traditional IRA, Roth IRA, etc.) and the catch up opportunities for investors over the age of 50. Katie also provides an overview of the tax benefits and differences between a Traditional IRA and a Roth IRA.
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More
2021 Retirement Contributions
In this episode of Coffee with Katie, Katie Brown provides an update on retirement contribution limits for 2021. She explains the limits for [...]
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Deleted video
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Estate Planning Series (Part 4): Charitable Giving
In this fourth and final episode, Katie Brown discusses charitable giving. She focuses on lifetime giving and giving after your passing including [...]
Estate Planning Series (Part 3): Family Giving
In this third installment of the Coffee with Katie Estate Planning Series, Katie Brown discusses gifting within your family. She reviews how to [...]
Estate Planning Series (Part 2): Trust Structures
Katie Brown continues her Coffee with Katie Estate Planning Series with a discussion on the two main types of Trust structures. She describes the [...]
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