Mar 6, 2023
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR’s Financial Planning webinar on the SECURE Act 2.0 and give updates on Something More as Chris takes back the host seat for the week.
Chris and Jeff talk about 529s and Roth plans - some of their recent changes, tax implications, and strategies for use.
CIO Brian Regan, CFA®, joins to discuss the economic future and answers a popular question - Will there be a recession? The team brings up relevant economic factors to consider when answering this big question.