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Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!
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Thursday Jan 19, 2023
Thursday Jan 19, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This is a timely and important episode that discusses the new SECURE 2.0 Act of 2022. The SECURE 2.0 Act provides extraordinary incentives for small business owners to establish retirement plans for their employees. Kyle and Mike go into detail about the changes from the Secure Act of 2019 to the new 2022 Act. The pair then discusses topics including: RMD’s, Auto Enrollment, as well as Employer Match. This is a great episode for small business owners.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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