The planning team hosted another great Town Hall session on October 16th. Will Meneses kicks off the meeting by discussing a complex topic: the blockchain. We are often asked about investment opportunities in the cryptocurrency space. Through MarketGuard, we do have options available to our clients. Will covers some of the complexity and risks involved with crypto. It is important to remember this is a highly volatile space that can run counter to the reduced risk many people search for in retirement. If you’re interested in exploring this subject more, just let us know.
Mel Brandon joined in to discuss some of the issues you can face when retiring before 59 1/2. This can be especially true when you have been a union member. The rules around accessing your retirement benefits before that age can be tricky. It is important to make informed decisions when deciding how you access your benefits. Meeting with an adviser that can help you navigate these issues could save you a lot of headaches.
Steve Aul wraps up our session with an overview of the annual Social Security and Medicare updates. Next up is Steve’s favorite subject, taxes. The Tax Cuts and Jobs Act (TCJA) of 2017 included significant changes to the tax code. Many of these changes were enacted on a temporary basis and are set to expire at the end of 2025. This is one of the reasons we have spoken about Roth Conversions so often over the past several years. Now is the time to talk if you have been on the fence about conversions.
Click Here to watch the October 16th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.