IRA – Paragon Financial Partners

The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts

Aug 3, 2023Aug 4, 2023 Paragon Financial Partners

At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!

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.

Creditor Protections and Your Retirement Account

Sep 8, 2022Sep 9, 2022 Paragon Financial Partners

Is my 401k at risk if I get sued? Is my IRA at risk if I get sued? What happens to my retirement account in bankruptcy? In this episode Evan Shorten and Elean Mendoza discuss the creditor protections covering your retirement accounts.

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.

Required Minimum Distribution (RMD) Strategies for 2020

May 7, 2020Mar 18, 2021 Paragon Financial Partners

The financial crisis stemming from the COVID-19 fallout has led to a lot of one-off changes with regards to retirement plans in 2020. Most notably, the CARES Act has created some unique options that older investors may find appealing. Mainly, most required minimum distributions (RMDs) have been suspended for 2020 leading to a few interesting RMD strategies.

CARES Act: Retirement Plan Relief Provisions

Apr 28, 2020Apr 28, 2020 Paragon Financial Partners

For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.

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Category Archives: IRA