While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. 

In this episode we briefly highlight several areas which include:

• New rules for required minimum distributions
• Additional areas for consideration in ROTH IRAs & 529 Accounts
• Changes to employer matching & catch-up provisions inside employer sponsored plans

One of the realities of financial planning is that rules and regulations can always be subject to change. This is why planning is a process---not an event.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

One of the most commonly misrepresented financial products is Indexed Universal Life insurance. You may have heard these described as:

• MPI strategy
• Compound Accounts
• Millionaire's ROTH IRA
• The Secret Sauce that Millionaire use

...and the list goes on and on. 

In this episode, we talk to an insurance specialist in an attempt to separate fact from fiction when it comes to Indexed Universal Life products. Take a listen!

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

One of the most polarizing financial products in the marketplace is annuities. Love 'em or Hate 'em, annuities are not going away. 

In this episode, we sit down with 2 industry experts that specialize in the fixed insurance space--specifically, working with annuities. Some areas we discuss:

• how opinions on annuities are influenced by advisors & compensation
• understanding how annuities can mitigate risk
• what annuities can do that other asset classes can't do
• how annuities can protect one's lifestyle in retirement 

Please take a listen---and don't forget to subscribe to our podcast!

An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!