Preview Mode Links will not work in preview mode

Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?

SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?

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.