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Category: Financial Planning

Barbara Weltman
Barbara Weltman joins Jim Blasingame to report on some of the changes in retirement contributions and distributions that were created by the passing of the SECURE Act that will impact older Baby Boomers.
John Harrison
John Harrison joins Jim Blasingame to report on how the SECURE Act expanded the benefits of the 529 education plans, including home-schooling provisions, and being applied to college loan repayment.
John Harrison
John Harrison joins Jim Blasingame to report on the changes the SECURE Act made for those who inherit IRAs, plus tax credits for small businesses that start a retirement program.
John Harrison
John Harrison joins Jim Blasingame to report on the new law called the SECURE Act, which made several changes to IRAs, including the required distribution and being able to contribute as long as you work.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to reveal some of the reasons why the free stuff we’re offered is often just another way to manipulate you, especially when you use the Tech Giant platforms.
Chris  Carosa
Chris Carosa joins Jim Blasingame to discuss the importance of the SECURE Act to many individuals, companies and their retirement plans, and ask why this bi-partisan bill isn’t being passed in the Senate.
Chris  Carosa
Chris Carosa joins Jim Blasingame to report on new language in regulations that could cause 401K MEPs to explode when businesses can come together in a group to administrate employee retirement plans.
John Dini
John Dini joins Jim Blasingame to report on the unprecedented cohort of Baby Boomer business owners who, one way or another, will be exiting their businesses in the next 20 years.
Cliff Ennico
Cliff Ennico joins Jim Blasingame to explain what to look for and how to negotiate when you’re considering investing in a company that’s offering the “SAFE” forms of equity promises.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to reveal the many examples of tax-deferred retirement programs available for small businesses that you can still create for this year, including some you won’t have to fund until next year.

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