Smart Money Questions

As we move beyond the mid-point of the year, we always take this time to have a check-up with clients to run through a number of items that might need attention before the end of the year. Today we’ll share a few of those things, including budgeting, Roth contributions, and SECURE Act 2.0 changes. Then we’ll spend some time running through a few different scenarios we’ve helped clients out in recent weeks.    On today’s show, here’s some of what you’ll learn: Is a Roth IRA or Roth 401k actually a bad investment option? Let’s breakdown a recent article we found. A list of items to be paying attention to before the end of the year. Is it a good idea to help out your child and their boyfriend/girlfriend with a house down payment? Here’s what you should address. Should you keep your mortgage in retirement for the tax deduction? The financial topics that create tension for couples.   Want to contact us? Website - https://smartmoneyquestions.com/ Email - info@smartmoneyquestions.com Want to work with us? Find out