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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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SECURE Act 2.0 RMD Changes secure act 2.0

 

The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. Sherwood Greer, Managing Partner of Gate City Advisors, explains the RMD changes that came with the passing of the...

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What You Need to Know About the SECURE Act 2.0 secure act 2.0

The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. The bill builds upon the original SECURE Act, which was signed into law in December 2019 and made significant changes to the...

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Top 6 Personal Finance Books

Some members of our team have compiled a list of our top 6 best personal finance books. All of these books are practical and easy to read (without a ton of technical verbiage). Check them out and be inspired in your own financial journey.

Best Personal Finance Books

*All of these best...

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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.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures