Category: Uncategorized
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New Roth Rules Explained: What SECURE Act 2.0 Means If You Make Over $150,000 (and Especially If You’re Over 65)
Crossing $150,000: How the New Roth Rules Change Retirement Strategy The “grace period” is officially over. If you earned more than $150,000 in 2025, the…
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Seniors & Financial Scams
6.24.2024
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…
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Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
6.24.2024
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…
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529 Plans and SECURE 2.0: More Flexibility
6.24.2024
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…
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Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories
6.3.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…
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Keystone Activities and Their Role In A Happy Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…