Business:Investing
If you have an IRA with a large balance, then you need to listen to this episode. Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.
For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
More Episodes
Four Often Underestimated Retirement Expenses
2024-05-20
7
2024-05-20
7
Tax-Loss Harvesting Before Year End
2023-09-14
20
2023-09-14
20
Are Your Assets Safe With Your Broker?
2023-05-12
19
2023-05-12
19
Market Declines Make Roth Conversions More Attractive
2022-10-21
21
2022-10-21
21
September 2022 Market Update
2022-09-23
16
2022-09-23
16
Creditor Protections and Your Retirement Accounts
2022-09-08
16
2022-09-08
16
How to Deal With Rising Rates and Rising Inflation
2022-07-07
21
2022-07-07
21
June 2022 - Market Update
2022-06-29
18
2022-06-29
18
May 2022 - Market Update
2022-05-20
16
2022-05-20
16
NFTs - A Simple Explanation
2022-03-23
14
2022-03-23
14
February 2022 - Economic and Market Update
2022-02-07
18
2022-02-07
18
Ethereum - A Simple Explanation
2021-10-01
19
2021-10-01
19
Bitcoin - A Simple Explanation
2021-09-08
17
2021-09-08
17
4 Things to do in the 4 Years Before College
2021-08-18
17
2021-08-18
17
Get this podcast on your
phone, FREE
