In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses in on "taxable income." He looks at 3 areas of income: Qualified Income, Capital Gains, and Section 199A Income. He then explains how these types of...
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this second video of the series, Greer starts with the basic building block of "ordinary income." He explains types of ordinary income and how to make adjustments to best...
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...
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...
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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