Retirement Planning – Page 2 – Paragon Financial Partners

The Secure Act and Your IRA

Feb 5, 2020Feb 13, 2020 Paragon Financial Partners

Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in their IRAs.

The SECURE Act and Sweeping Retirement Plan Changes

Jan 7, 2020Mar 4, 2020 Paragon Financial Partners

On December 20, 2019, President Trump signed a $1.4 trillion spending package that included the SECURE Act, short for Setting Every Community Up for Retirement Enhancement. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

How to Rollover Your Retirement Accounts into Your IRA

Nov 1, 2019Nov 1, 2019 Paragon Financial Partners

https://youtu.be/5E2Nw9FelsA Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the play...

Market Reaction – August 14, 2019

Aug 15, 2019Aug 15, 2019 Paragon Financial Partners

2019 has been a volatile year with the expanding U.S. - China trade war, a tense European Union, and fears of a possible global economic slowdown. As risk and tension rises around the globe due to both economic and geo-political uncertainty, so does volatility in the equity markets. With equity markets experiencing a 3% drop today (August 14, 2019) we thought we would give a brief overview of the various events contributing to the recent increase in volatility.