Our Quarterly Roundtable 2024 for the 3rd quarter covers the upcoming election, interest rates and more.

We discuss the Fed Interest rate cut in late 2024, its reasoning and impact for investors.

Scott, Eric and Andy provide their perspectives on the 2nd quarter of 2024.

Scott, Eric and Andy provide their perspectives on the 1st quarter of 2024.

In this episode, we cover Qualified Charitable Distributions (QCD) which can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of charitable contributions.

This episodes covers the 4th quarter of 2023 with Scott, Andy and Eric and their take on the overall conclusions of 2023.

There's lots of talk and buzz these days on social media on how to best transfer assets to your children. In this episode, Scott Krizner covers some of the things to take into consideration with transferring assets to your children to avoid as many pitfalls and preserve your legacy to the next generation.

This episode goes over the details and nuances of converting a non-deductible IRA into a "Backdoor Roth."