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Retirement Income Toolkit | Introduction retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this first video, Greer gives an overview of key ages in planning your retirement income, the tax implications of various retirement income options, and the income tools...

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SECURE Act 2.0 401k Plan Changes secure act 2.0

In this video, managing partner Sherwood Greer, CFP®, RICP® explains some of the changes to 401k plans that came with SECURE Act 2.0. Click below to watch this short video. Then let us know if you have any questions. We're here to help you reach your financial goals both individually...

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SECURE Act 2.0: What's a QLAC? secure act 2.0

What's a QLAC? It's a Qualifying Longevity Annuity Contract (QLAC). With the passing of SECURE Act 2.0, there were some changes to QLACs that may benefit you. Listen to managing partner, Sherwood Greer, explain what a QLAC is and the changes that came as a result of SECURE Act 2.0. ...

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SECURE Act 2.0: 529 Plan Changes secure act 2.0

Many changes came with SECURE Act 2.0. In this short video, Sherwood Greer, Principal Partner at Gate City Advisors, shares the changes to 529 plans. Click below to watch the short video and find out how these changes might benefit you and your financial plan. (Disclaimer: this video may...

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SECURE Act 2.0: Expanded Roth Rules Explained secure act 2.0

 

Congress passed SECURE Act 2.0 this year which brought with it many changes, including changes to Roth contribution rules. In this short video, Senior Financial Advisor Sherwood Greer explains the expanded Roth rules including:

  • Small business owners can now open and contribute to Roth...
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

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