Continuous Learning: Matt, Dan & Steve Attend Ed Slott Workshop

Posted on May 11, 2020

Earlier this month, our advisors Matt, Dan and Steve, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop. The online workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, and new tax laws, as well as an in-depth look at the new retirement planning landscape since both the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1.      Training highlights from this event included: A look at the CARES Act including...

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New Educational Video Series: Richmond Refreshers

Posted on February 24, 2020

Here at Richmond Brothers, we live and breathe around financial concepts and tools on a daily basis, but we understand not everyone is as inundated with the same things as we are. In line with our mission to help make a difference in the world, we want to help continue to provide education to our clients and our community on financial aspects such as simple concepts and tools all the way to the more complicated financial issues and topics.  

With this in mind, we have decided to launch a new, complimentary video series...

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Matt’s Minutes - January 2020

Posted on February 10, 2020

Matt covers Richmond Brothers' thoughts on the markets towards the end of January as well as what you need to know about Roth IRA conversions, Required Minimum Distributions, beneficiaries, and more!

No time to watch? Get the closed captions here.

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Matt’s Minutes - December 2019

Posted on January 13, 2020

Matt discusses how the markets fared through the last quarter of 2019 as well as Richmond Brothers' plan of action moving forward for 2020 in this 5-minute clip.

No time to watch? Read the closed captions here.

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SECURE Act Changes Ahead

Posted on December 20, 2019

Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the changes and we will continue providing our extended family of clients with updates and education for each unique planning situation. Watch the video above for some more insights from Ed Slott Master Elite IRA Group Member and CFP, Dan Vredeveld.

As a quick overview, the SECURE Act:

Eliminates the age limit for making traditional IRA contributions Increases the RMD age to 72 Allows penalty-free...

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