Estate Planning – Paragon Financial Partners

SECURE Act 2.0 – What Took Effect in 2024 and What Didn’t

Apr 19, 2024May 20, 2024 Paragon Financial Partners

Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Act 2.0 that was passed back in 2022. It's now 2024 and many of the changes we discussed have gone into effect while others have been delayed. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss the most important rules changes that are now in effect for 2024 along with a major rule change that has been postponed until 2026.

Market Declines Make Roth Conversions More Attractive

Oct 21, 2022Oct 26, 2022 Paragon Financial Partners

It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates.

The SECURE Act and Its Impact On Large Balance IRAs

Apr 29, 2022May 9, 2022 Paragon Financial Partners

Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries.

Must Have Documents Before Sending Kids to College

Jun 29, 2021Aug 5, 2021 Paragon Financial Partners

You have gone through the arduous process of visiting colleges, buying bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed – Estate documents.

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.

Estate Planning Basics – Bypassing Probate

Nov 15, 2018Nov 15, 2018 Paragon Financial Partners

The probate process can be long and costly, taking months and sometimes years to resolve. If the size and complexity of your estate warrants exploring alternatives to probate, you may want to consider one or more of the following strategies. Click the image to continue reading.

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Category Archives: Estate Planning