It's a bit tough to keep up with all the rule changes made to Required Minimum Distributions, or RMDs, since the original SECURE Act was passed in 2019. However, there are 3 significant changes that went into effect January 1st of 2023. Dustin Mundorf, with Mundorf Wealth Management, and Erin Kennedy lay out and explain each change.
2022 was a tough year for investors, and a lot of us may not realize there are strategies that a lot of the pros utilize, which are great complements to traditional stocks and bonds. We know the Fed will continue to raise rates in 2023, affecting the value of bonds. Now is a great time to consider complementing your portfolio with Structured Notes that can create income.
Inspired by Duke Mundorf, and by the team at Texas Children's Hospital HEART Center, the HEART process is designed to put clients first by following these 5 important steps...
With the year-end upon us, a Qualified Charitable Distribution or QCD, can be a great way to make a large gift to your favorite non-profit while lessening your tax burden.
Headlines can lead to anxiety, but as Dustin with Mundorf Wealth Management explains to Erin Kennedy, it's important to stick to and rely on your "financial plan."
The IRS just announced that it will boost the maximum contribution limit to 401k accounts by $2,000 next year... to $22,500! This is the largest increase on record. The contribution limit for an IRA is also set to increase.