At Morton Brown Family Wealth, we believe that education fosters confidence. By providing financial insight in a language our clients understand, we partner with families achieve their financial goals. Our advisors also collaborate with other professionals to provide engaging and informative content.
The SECURE ACT: What IRA Owners Should Know
Effective January 1, 2020, the new SECURE Act took effect, changing the way you can accumulate and distribute your 401(k)s, IRAs, and inherited accounts. Titled "Setting Every Community Up for Retirement Enhancement", this new law was enacted to ease some of the restrictions that have kept employees and savers from accumulating a nest egg in retirement. However, the law also made significant changes affecting investors and could have significant financial and tax implications if individuals aren't informed. The law also may require changes made to structuring of retirement plans and estate documents.
This webinar (recorded March 25, 2020) provided an overview of the new law and what individuals and IRA owners need to know. A panel of experienced professionals dove into the details and offered real world scenarios of how these new rules could affect your bottom line.
Presenters:
Dennis Morton, Morton Brown Family Wealth - https://www.mortonbrownfw.com/
Nick Nanovic, Gross McGinley, LLP - https://www.grossmcginley.com/
Mike Stoudt, Stoudt Associates, LLC - http://www.stoudtcpas.com/Show More
This webinar (recorded March 25, 2020) provided an overview of the new law and what individuals and IRA owners need to know. A panel of experienced professionals dove into the details and offered real world scenarios of how these new rules could affect your bottom line.
Presenters:
Dennis Morton, Morton Brown Family Wealth - https://www.mortonbrownfw.com/
Nick Nanovic, Gross McGinley, LLP - https://www.grossmcginley.com/
Mike Stoudt, Stoudt Associates, LLC - http://www.stoudtcpas.com/Show More
The SECURE ACT: What IRA Owners Should Know
Effective January 1, 2020, the new SECURE Act took effect, changing the way you can accumulate and distribute your 401(k)s, IRAs, and inherited [...]
Home Renovation Investment and Risk [Webinar Recording]
As we all spend more time at home these days, home renovations are on the rise. Whether creating more comfortable space to work from home or [...]
Setting Financial Expectations for Investments in 2020
Labor Day oftentimes feels like the start of a new year. Dennis Morton reflects on a piece he wrote back in January on setting financial [...]